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Kelly Michelle Kinsley

Morgan Stanley

Chicago, IL

CRD 4560175

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-10
IL RA APPROVED 2023-05-02
  • TX RA
    APPROVED
    Since 2023-05-10
  • IL RA
    APPROVED
    Since 2023-05-02

Branch Locations

233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • 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
Asset Management Group Northbrook IL 12/2014 06/2018
Orchard Capital Management Chicago IL 07/2018 12/2018
Morgan Stanley Chicago IL 08/2020 Present
Dresner Capital Partners Chicago IL 01/2019 08/2020
  • 12/2014 → 06/2018
    Asset Management Group
    Northbrook, IL
  • 07/2018 → 12/2018
    Orchard Capital Management
    Chicago, IL
  • 08/2020 → Present
    Morgan Stanley
    Chicago, IL
  • 01/2019 → 08/2020
    Dresner Capital Partners
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-29
S63 Uniform Securities Agent State Law Examination 2019-03-30
  • S66 Uniform Combined State Law Examination
    2023-04-29
  • S63 Uniform Securities Agent State Law Examination
    2019-03-30
Other Names
  • Kelly Michelle Jordan

View on SEC IAPD

Nearby Firms

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PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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