Kelsey L Brooks

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

• 11/2020 → 01/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2020 → 01/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2020 → 12/2020
  Cast & Crew Production Payroll
  Burbank, CA
• 05/2020 → 07/2020
  Entertainment Partners Enterprises Llc
  Burbank, CA
• 11/2019 → 03/2020
  Cast & Crew Production Payroll
  Burbank, CA
• 09/2019 → 11/2019
  Entertainment Partners Enterprises Llc
  Burbank, CA
• 08/2019 → 08/2019
  Entertainment Partners Services Llc
  Burbank, CA
• 08/2019 → 08/2019
  Danni Productions Llc
  Studio City, CA
• 07/2019 → 07/2019
  Entertainment Partners Services Llc
  Burbank, CA
• 06/2019 → 07/2019
  Cast & Crew Production Services
  Burbank, CA
• 12/2018 → 05/2019
  Cast & Crew Production Payroll
  Burbank, CA
• 08/2018 → 11/2018
  Entertainment Partners Services Llc
  Burbank, CA
• 03/2018 → 03/2018
  Current Film Services Inc.
  Los Angeles, CA
• 11/2017 → 07/2018
  Cast & Crew Production Payroll
  Burbank, CA
• 01/2017 → 07/2017
  B-T-L Payrolls, Llc
  Burbank, CA
• 01/2017 → 01/2017
  French Press Coffee House
  Metairie, LA
• 12/2016 → 12/2016
  Amc Studios
  Burbank, CA
• 08/2016 → 10/2016
  Steel Country Productions, Llc
  Griffin, GA
• 03/2020 → 05/2020
  Unemployed
  New Orleans, LA
• 10/2016 → 11/2016
  Ease Entertainment Services Llc
  Beverly Hills, CA
• 07/2017 → 11/2017
  Entertainment Partners Enterprises Llc
  Burbank, CA
• 01/2022 → 01/2022
  Cambridge Investment Research Advisors Inc.
  Fairfield, IA
• 02/2022 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 02/2022 → 02/2022
  Entertainment Partners Enterprises Llc
  Burbank, LA

Previous Registrations

• 2022-01-02 → 2022-02-02
  Cambridge Investment Research Advisors, Inc.
  New Orleans, LA
  Metairie, LA

Exams

• S66 Uniform Combined State Law Examination
  2021-11-08

Other Names

• Kelsey Lynne Brooks