Kristen A Bellamy

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

• 11/2013 → 01/2025
  Ubs Financial Services Inc
  Winter Park, FL
• 01/2025 → Present
  Morgan Stanley Smith Barney Llc
  Winter Park, FL

Previous Registrations

• 2012-07-23 → 2025-01-28
  Ubs Financial Services Inc.
  Winter Park, FL
  Winter Park, FL
  Winter Park, FL
• 2009-06-01 → 2012-08-01
  Morgan Stanley
  Winter Park, FL
• 2000-07-24 → 2009-06-01
  Citigroup Global Markets Inc.
  Winter Park, FL
  Winter Park, FL

Other Businesses

Alaqua Lakes Community Association / Longwood, FL / Non-Investment Related / Member of Board of Directors / The HOA Board helps to make neighborhood decisions and members volunteer their time to better the community. / I will be the Secretary. My responsibilities will include keeping accurate records of meetings and helping with community communications and social events. / Start 13-May-2023 / 0 hours devoted monthly.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-04
• S63 Uniform Securities Agent State Law Examination
  2000-07-28

Other Names

• Kristen Claire Andrews