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Kelsey J Foster

Morgan Stanley

Grandview Heights, OH

Columbus, OH

CRD 7115842

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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
OH RA APPROVED 2025-04-02
TX RA APPROVED 2025-04-01
  • OH RA
    APPROVED
    Since 2025-04-02
  • TX RA
    APPROVED
    Since 2025-04-01

Branch Locations

Grandview Heights, OH • United States

4343 Easton Commons, Columbus, OH 43219 • 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
Charles Schwab & Co., Inc. Indianapolis IN 04/2019 11/2021
Portland Parks And Recreation Portland ME 06/2013 08/2017
University Of Rhode Island Kingston RI 09/2012 05/2017
Sigma Kappa Sorority Carmel IN 08/2017 03/2019
Morgan Stanley Columbus OH 07/2022 Present
Sinclair Community College Dayton OH 01/2022 05/2022
  • 04/2019 → 11/2021
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 06/2013 → 08/2017
    Portland Parks And Recreation
    Portland, ME
  • 09/2012 → 05/2017
    University Of Rhode Island
    Kingston, RI
  • 08/2017 → 03/2019
    Sigma Kappa Sorority
    Carmel, IN
  • 07/2022 → Present
    Morgan Stanley
    Columbus, OH
  • 01/2022 → 05/2022
    Sinclair Community College
    Dayton, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-01
S63 Uniform Securities Agent State Law Examination 2019-11-04
  • S65 Uniform Investment Adviser Law Examination
    2025-04-01
  • S63 Uniform Securities Agent State Law Examination
    2019-11-04

View on SEC IAPD

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