Kelly A Klotsche

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-01-21
NY	RA	APPROVED	2021-04-27
CT	RA	APPROVED	2019-08-06

TX RA
APPROVED_RES

Since 2022-01-21
NY RA
APPROVED

Since 2021-04-27
CT RA
APPROVED

Since 2019-08-06

Branch Locations

58 South Service Road Suite 400, Melville, NY 11747 • 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	Melville	NY	03/2017	Present
Molloy College	Rockville Centre	NY	09/2014	05/2019
Morgan Stanley Private Bank, N.A.	New York	NY	07/2019	Present

03/2017 → Present

Morgan Stanley

Melville, NY
09/2014 → 05/2019

Molloy College

Rockville Centre, NY
07/2019 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Other Businesses

*595626 - CrossFit Strong Island ; Investment related - No ; Merrick,New York ; Fitness ; Employee(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2024 ; During business hours : 0 ; After business hours : 5 ; Coach/Trainer

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-08-06

S66 Uniform Combined State Law Examination

2019-08-06

Other Names

Kelly Saronka
Kelly A Saronka

View on SEC IAPD