Teri Twarkins Kelley

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

• 01/2016 → Present
  Morgan Stanley Smith Barney Llc
  Scottsdale, AZ
• 01/2016 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-01-22 → 2016-01-15
  Ubs Financial Services Inc.
  Phoenix, AZ

Other Businesses

* 450909 - Northern Arizona Healthcare; Investment related -No; Flagstaff, Arizona; Medical; Finance Committee, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 2; After business hours: 0; Business Development/Growth, Investment Decisions/Advice *570107 - Girl Scouts Cactus Pine Council; Investment related-No; Phoenix, Arizona; Children/Youth; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 1; After business hours: 0; Administrative *402870- Lowell Observatory Foundation; Investment related: No; Flagstaff, Arizona; Education; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 07/2020; During business hours: 1; After business hours: 0; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-04-01
• S63 Uniform Securities Agent State Law Examination
  2003-03-25

Other Names

• Teri Twarkins Roeder
• Teri N Twarkins
• Teri Twarkins Kelley
• Teri Twarkins Twarkins Kelley