Kelly Lynanne Anderson

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Charlotte, NC
• 11/2016 → 04/2018
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 04/2018 → Present
  Morgan Stanley Smith Barney Llc
  Temple Terrace, FL
• 06/2022 → Present
  E*Trade Capital Management, Llc
  Temple Terrace, FL
• 06/2022 → Present
  E*Trade Securities, Llc
  Temple Terrace, FL

Previous Registrations

• 2022-07-11 → 2023-09-05
  Harrisdirect Llc
  Temple Terrace, FL
  Arlington, VA
• 2008-06-17 → 2018-04-12
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Menomonee Falls, WI
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC

Other Businesses

1. Lake Norman Art and Woodcraft aka New England Wholesale Woodcraft Supplies; Not Investment related; Internet based retail company selling wood crafting supplies; Owner (proprietor, partner, officer, director, employee, trustee, agent); May 2008; During business hours: 0; After business hours: 0.25 *473844 - AnderHomes LLC; Investment related - Yes; Apollo Beach, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 5; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2008-06-16
• S63 Uniform Securities Agent State Law Examination
  1994-01-04

Other Names

• Kelly Herring