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Ryan Jkk Kelly

Morgan Stanley

Greenwich, CT

CRD 7322213

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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 2023-05-02
CT RA APPROVED 2023-04-25
NY RA APPROVED 2021-04-27
  • TX RA
    APPROVED
    Since 2023-05-02
  • CT RA
    APPROVED
    Since 2023-04-25
  • NY RA
    APPROVED
    Since 2021-04-27

Branch Locations

One Fawcett Place 3Rd Floor, Greenwich, CT 06830 • 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 New York NY 01/2021 Present
Allen J. Reyen, Inc. Stamford CT 01/2020 12/2020
Metrix Marketing, Inc. Rochester NY 09/2018 05/2019
Argus Investor's Counsel, Inc. Stamford CT 05/2018 08/2018
Argus Investor's Counsel, Inc. Stamford CT 05/2017 08/2017
Suny Geneseo Geneseo NY 08/2015 12/2018
Unemployed Pound Ridge NY 05/2019 12/2019
  • 01/2021 → Present
    New York, NY
  • 01/2020 → 12/2020
    Allen J. Reyen, Inc.
    Stamford, CT
  • 09/2018 → 05/2019
    Metrix Marketing, Inc.
    Rochester, NY
  • 05/2018 → 08/2018
    Argus Investor's Counsel, Inc.
    Stamford, CT
  • 05/2017 → 08/2017
    Argus Investor's Counsel, Inc.
    Stamford, CT
  • 08/2015 → 12/2018
    Suny Geneseo
    Geneseo, NY
  • 05/2019 → 12/2019
    Unemployed
    Pound Ridge, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-01
  • S66 Uniform Combined State Law Examination
    2021-03-01

View on SEC IAPD

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