Melissa Ann Kerr

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Chicago, IL
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Chicago, IL
• 1998-03-24 → 2007-04-02
  Morgan Stanley Dw Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

*41939 - Lansing Country Club ; Investment related - No ; Crown Point, Indiana ; Social & Recreational ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 10/2006 ; During business hours : 0 ; After business hours : 1 ; Administrative. *627909 - Tri Kappa Beta Rho; Investment Related - No; Indianapolis, Indiana; Art/Culture, Education; Officer (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2025; During Business Hours: 0; After Business Hours: 1; Accounting/Bookkeeping.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-22
• S63 Uniform Securities Agent State Law Examination
  1997-08-07