Best Investors Account Sign in

Krisie C Stakely

Morgan Stanley

Birmingham, AL

Montgomery, AL

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-27
AL RA APPROVED 2026-01-23
  • TX RA
    APPROVED
    Since 2026-02-27
  • AL RA
    APPROVED
    Since 2026-01-23

Branch Locations

740 Shades Creek Parkway, Birmingham, AL 35209 • United States

7515 Halcyon Summit Drive, Montgomery, AL 36117 • 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 Montgomery AL 11/2025 Present
Kpmg Birmingham AL 09/2018 11/2025
University Of Alabama Tuscaloosa AL 06/2013 09/2018
Morgan Stanley Private Bank, N.A New York NY 01/2026 Present
  • 11/2025 → Present
    Morgan Stanley
    Montgomery, AL
  • 09/2018 → 11/2025
    Kpmg
    Birmingham, AL
  • 06/2013 → 09/2018
    University Of Alabama
    Tuscaloosa, AL
  • 01/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-23
  • S66 Uniform Combined State Law Examination
    2026-01-23
Other Names
  • Krisie Stakely
  • Kristin C Stakely

View on SEC IAPD

Other Firms

THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
PMD ADVISORY
CETERA INVESTMENT ADVISERS LLC
NFSG CORPORATION
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
USA FINANCIAL SECURITIES LLC

Other Investors

THOMAS MICHAEL NOON
Susan Hunter Koski
Luke Banks
David Mathews
MARILYN ANN EDDINGS
JAMES IRA MCCORMICK
MELANIE SHIRLEY DICKINSON
BRENNA ROSE PRITCHETT

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · BIRMINGHAM, AL
PFS INVESTMENTS INC. · HOOVER, AL
PMD ADVISORY · HOOVER, AL
CETERA INVESTMENT ADVISERS LLC · BIRMINGHAM, AL
CETERA INVESTMENT ADVISERS LLC · HOOVER, AL
NFSG CORPORATION · HOOVER, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Hoover, AL
PFS INVESTMENTS INC. · HOOVER, AL

More in Birmingham, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor