Brian
Kelly
Morgan Stanley
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About this Advisor
Brian Kelly is a financial advisor who works in Longboat Key, Florida with a total of 14 years of relevant experience. Kelly is an employee of Morgan Stanley. Their career trajectory has included roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Kelly holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida, New Jersey and Texas. Morgan Stanley is an advisory company that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 employees. It oversees $1 trillion in assets under management between its 2,233,188 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fees billed by Morgan Stanley likely are comprised of any combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Brian Kelly Work History
Brian has been registered as a financial advisor for 14 years.*
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
New York, NY
New York, NY
Oakland, CA
Fort Lauderdale, FL
Walnut Creek, CA
Baltimore, MD
Pueblo, CO
Blue Bell, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
