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Kelly Marie Gaskins Widvey

Morgan Stanley

Greenwood Village, CO

CRD 5419341

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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_RES 2024-09-10
CO RA APPROVED 2024-09-09
  • TX RA
    APPROVED_RES
    Since 2024-09-10
  • CO RA
    APPROVED
    Since 2024-09-09

Branch Locations

5251 Dtc Parkway Suite 1500, Greenwood Village, CO 80111 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 08/2014 06/2022
Ubs Financial Services Inc Denver CO 06/2022 08/2024
Morgan Stanley Greenwood Village CO 08/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-15
S63 Uniform Securities Agent State Law Examination 2014-05-07
  • S65 Uniform Investment Adviser Law Examination
    2014-10-15
  • S63 Uniform Securities Agent State Law Examination
    2014-05-07
Other Names
  • Kelly Marie Gaskins
  • Kelly Marie Gaskins
  • Kelly Gaskins
  • Kelly Gaskins Widvey

View on SEC IAPD

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Nearby Investors

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JOHN MICHAEL DODDS
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Nearby Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

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