Kelly V.e. Trach

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-10-06
TX	RA	APPROVED_RES	2020-04-15
PA	RA	APPROVED	2010-02-16

MD RA
APPROVED

Since 2025-10-06
TX RA
APPROVED_RES

Since 2020-04-15
PA RA
APPROVED

Since 2010-02-16

Branch Locations

North East, MD • United States

300 Granite Run Drive Suite 300, Lancaster, PA 17601 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney	Lancater	PA	02/2010	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

02/2010 → Present

Morgan Stanley Smith Barney

Lancater, PA
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

2005-01-14 → 2010-02-16

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lancaster, PA

Lancaster, PA

Other Businesses

*595013 - Harper London Enterprise; Investment related: Yes; Denver, Pennsylvania; Specialty, Infrared fitness studio; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2024; During business hours: 0; After business hours: 20; Investor and Consulting

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-06-26

S66 Uniform Combined State Law Examination

2000-06-26

Designations

Other Names

Kelly Jo Aierstuck
Kelly Van Ee Aierstuck
Kelly J Van Ee
Kelly V.E. Aierstuck

View on SEC IAPD