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Kelly Ann Tucker

Morgan Stanley

San Francisco, CA

Walnut Creek, CA

CRD 6571975

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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 2019-04-09
CA RA APPROVED 2016-01-22
  • TX RA
    APPROVED_RES
    Since 2019-04-09
  • CA RA
    APPROVED
    Since 2016-01-22

Branch Locations

101 California Street Region 2- Pacific Coast, San Francisco, CA 94111 • United States

1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • 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
Morgan Stanley Smith Barney Llc Walnut Creek CA 11/2015 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2016 Present
  • 11/2015 → Present
    Morgan Stanley Smith Barney Llc
    Walnut Creek, CA
  • 01/2016 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-22
  • S66 Uniform Combined State Law Examination
    2016-01-22
Other Names
  • Kelly Ann Tucker
  • Kelly Ann Scheible

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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