Kelsey
Brooks
Morgan Stanley
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About this Advisor
Kelsey Brooks is a financial advisor based out of New Orleans, Louisiana with 1 year of industry experience. Brooks is currently employed by Morgan Stanley. Throughout their career, Brooks has worked at Cambridge Investment Research, Inc, Cast & Crew Production Payroll, Entertainment Partners Enterprises LLC, Entertainment Partners Services LLC, Danni Productions LLC, Cast & Crew Production Services, Current Film Services Inc, University Of New Orleans, Izzo'S Illegal Burrito, B-T-L Payrolls, LLC, French Press Coffee House, Amc Studios, Creole Cuisine, Government Issue, LLC, Danni Productions, LLC, Krystal Film, Inc, Adventure Kids Playcare, Steel Country Productions, LLC, Ease Entertainment Services LLC, Cambridge Investment Research Advisors Inc and Morgan Stanley Smith Barney LLC. Brooks has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Louisiana and Texas. Morgan Stanley is an advisory business operating out of Purchase, NY. The firm has offices in 930 locations and a total of 28,000 people on staff. It manages $1 trillion in assets among its 2,233,188 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in investable assets. Morgan Stanley offers a number of services, including 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. Financial management fee schedules typically are based on the type of financial services offered. However, fees charged by Morgan Stanley may include some blend 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
Kelsey Brooks Work History
Kelsey has been registered as a financial advisor for 1 years.*
Morgan Stanley Smith Barney LLC
Cambridge Investment Research Advisors Inc
Entertainment Partners Enterprises LLC
Cambridge Investment Research, Inc
Cambridge Investment Research, Inc
Cast & Crew Production Payroll
Entertainment Partners Enterprises LLC
Cast & Crew Production Payroll
Entertainment Partners Enterprises LLC
Entertainment Partners Services LLC
Danni Productions LLC
Entertainment Partners Services LLC
Cast & Crew Production Services
Cast & Crew Production Payroll
Entertainment Partners Services LLC
Current Film Services Inc
Cast & Crew Production Payroll
B-T-L Payrolls, LLC
French Press Coffee House
Entertainment Partners Enterprises LLC
Amc Studios
Danni Productions, LLC
Krystal Film, Inc
Steel Country Productions, LLC
Ease Entertainment Services LLC
Amc Studios
Government Issue, LLC
Izzo'S Illegal Burrito
Creole Cuisine
Adventure Kids Playcare
University Of New Orleans
*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 Kelsey Brooks 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
Garden City, NY
New York, NY
Oakland, CA
Fort Lauderdale, FL
Walnut Creek, CA
Oak Brook, IL
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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