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Kellie Eck

5 Years of Experience
Mobile, AL
Broker

Kellie Eck is a registered investment advisor at Morgan Stanley, based in Mobile, AL, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

Rsa Battle House Tower, 11 North Water St., Suite 16290, Mobile, AL, 36602

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan Stanley
September 2020 - Present · 5 yrs 8 mos
Morgan StanleyBroker
May 2020 - Present · 6 yrs
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kellie Eck - Financial Advisor | TrueAdvisor