Anita Kelley is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 47 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
2121 North Pearl Street, Suite 500, Dallas, TX, 75201
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
January 2013 - Present · 13 yrs 4 mos
Morgan Stanley
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
UBS Financial Services INC.Broker
June 1997 - January 2013 · 15 yrs 7 mos
UBS Financial Services INC.
June 1997 - January 2013 · 15 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1978 - June 1997 · 18 yrs 7 mos
State Registrations8 states
COIDNJNMSCTXVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.