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Kelly Scott Biederman

Morgan Stanley

Fort Worth, TX

Oxnard, CA

CRD 6097985

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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 2026-04-01
CA RA APPROVED 2019-01-25
  • TX RA
    APPROVED
    Since 2026-04-01
  • CA RA
    APPROVED
    Since 2019-01-25

Branch Locations

201 Main Street Suite 1500, Fort Worth, TX 76102 • United States

300 Esplanade Drive 10Th Floor, Oxnard, CA 93036 • 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
Santa Barbara Youth Music Academy Santa Barbara CA 08/2016 05/2018
Morgan Stanley Oxnard CA 06/2018 Present
Morgan Stanley Private Bank, N.A New York NY 12/2018 Present
  • 08/2016 → 05/2018
    Santa Barbara Youth Music Academy
    Santa Barbara, CA
  • 06/2018 → Present
    Morgan Stanley
    Oxnard, CA
  • 12/2018 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-25
  • S66 Uniform Combined State Law Examination
    2019-01-25

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
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