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Kelly John Mackenzie

Morgan Stanley

Norwell, MA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-07
CT RA APPROVED 2025-02-26
  • TX RA
    APPROVED
    Since 2025-03-07
  • CT RA
    APPROVED
    Since 2025-02-26

Branch Locations

141 Longwater Drive Suite 102, Norwell, MA 02061 • 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 Norwell MA 11/2024 Present
Gentle Giant Moving Company Boston MA 05/2022 11/2024
J.B. Hunt Westfield MA 01/2024 05/2024
The Plate Milton MA 06/2018 03/2020
Bays Milton MA 04/2018 03/2020
Milton Summer Enrichment Milton MA 05/2018 08/2019
University Of Massachusetts, Amherst Amherst MA 08/2020 05/2024
N/A N/A MA 03/2020 08/2020
N/A N/A MA 01/2015 04/2018
  • 11/2024 → Present
    Morgan Stanley
    Norwell, MA
  • 05/2022 → 11/2024
    Gentle Giant Moving Company
    Boston, MA
  • 01/2024 → 05/2024
    J.B. Hunt
    Westfield, MA
  • 06/2018 → 03/2020
    The Plate
    Milton, MA
  • 04/2018 → 03/2020
    Bays
    Milton, MA
  • 05/2018 → 08/2019
    Milton Summer Enrichment
    Milton, MA
  • 08/2020 → 05/2024
    University Of Massachusetts, Amherst
    Amherst, MA
  • 03/2020 → 08/2020
    N/A
    N/A, MA
  • 01/2015 → 04/2018
    N/A
    N/A, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-26
  • S66 Uniform Combined State Law Examination
    2025-02-26
Other Names
  • Kelly J Mackenzie

View on SEC IAPD

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Other Offices

ESSENTIAL ASSET MANAGEMENT, LLC · NORWELL, MA
BAY COLONY ADVISORS · NORWELL, MA
FLAGSHIP HARBOR ADVISORS, LLC · NORWELL, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Norwell, MA
LPL FINANCIAL LLC · NORWELL, MA
GORMAN FINANCIAL MANAGEMENT · NORWELL, MA
DIVERSIFIED FINANCIAL MANAGEMENT · NORWELL, MA
RBC CAPITAL MARKETS, LLC · NORWELL, MA

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