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Richard Andrew Kelly

Morgan Stanley

Savannah, GA

Shrewsbury, NJ

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-06-30
TX RA APPROVED_RES 2020-02-20
NJ RA APPROVED 2013-07-02
  • GA RA
    APPROVED
    Since 2025-06-30
  • TX RA
    APPROVED_RES
    Since 2020-02-20
  • NJ RA
    APPROVED
    Since 2013-07-02

Branch Locations

7402 Hodgson Memorial Drive Suite 100, Savannah, GA 31406 • United States

1030 Broad Street 3Rd Floor, Shrewsbury, NJ 07702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Shrewsbury NJ 06/2011 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2011 → Present
    Morgan Stanley Smith Barney
    Shrewsbury, NJ
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-21
S63 Uniform Securities Agent State Law Examination 2011-10-07
  • S65 Uniform Investment Adviser Law Examination
    2013-06-21
  • S63 Uniform Securities Agent State Law Examination
    2011-10-07

View on SEC IAPD

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Other Investors

SETH KOVENSKY
JOSEPHINE ALICE CRAKE
RICHARD KELLY LANE
KATHRYN WISE
Michael Dell Owens
DARRYL EUGENE WRIGHT
Aaron Monegan
CHRISTOPHER MARK BEAUDRY

Other Offices

LPL FINANCIAL LLC · SAVANNAH, GA
VALIC FINANCIAL ADVISORS, INC. · SAVANNAH, GA
COMMONWEALTH FINANCIAL NETWORK · Savannah, GA
PFS INVESTMENTS INC. · SAVANNAH, GA
CHARLES SCHWAB & CO., INC. · Savannah, GA
RL WRIGHT & ASSOCIATES, LLC · SAVANNAH, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Savannah, GA
BULL STREET ADVISORS · SAVANNAH, GA

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