Kelly V.E. Trach

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

• 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

• S66 Uniform Combined State Law Examination
  2000-06-26

Designations

• Certified Financial Planner

Other Names

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