Kelley
Horigan

Morgan Stanley

CRD#4018082
Investment Advisor
in Kansas City, MO

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About this Advisor

Kelley Horigan is a financial advisor based in Kansas City, Missouri with 5 years of relevant experience. Horigan currently works for Morgan Stanley. Over the course of their career, Horigan has held roles at Citigroup Global Markets Inc and Morgan Stanley. Horigan has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Kansas, Missouri and Texas. Morgan Stanley is a financial advisory firm operating out of Purchase, NY. It has offices in 930 locations and a total of 28,000 advisors. It handles $1 trillion in assets among its 2,233,188 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are held by high-net-worth investors who have greater than $1 million in investable assets. The business 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. Fees for financial management typically are based on which services the firm provides the client. However, fees charged by Morgan Stanley likely include some combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

4520 Main Street
Kansas City, MO 64111

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

MO Average: $7,464,549,021
Total Number of Employees

28,000

MO Average: 88
Total Number of Accounts

2,233,188

MO Average: 3,892
Average Account Size

$530,659

MO Average: $1,917,921

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

Kelley Horigan Work History

Kelley has been registered as a financial advisor for 5 years.*

2009 - Present (15 years)

Morgan Stanley

2007 - Present (17 years)

Citigroup Global Markets Inc

*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 Kelley Horigan 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

Allan House
Baltimore, MD
Dori Stegmann
Saint Louis, MO
Russell Huebschle
Oakland, CA
Ellen Spitz
Garden City, NY
Charles Doering
Walnut Creek, CA
Daniel Evans
New York, NY
Calvin Mason
Pueblo, CO
Melissa Moyer
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.

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