Brian J. Kelly

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

• 08/1994 → Present
  Citigroup Global Markets Inc.
  Florham Park, NJ
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Florham Park, NJ
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2002-05-08 → 2009-06-01
  Citigroup Global Markets Inc.
  Florham Park, NJ
  Florham Park, NJ

Other Businesses

1. KIPLING LLC; MANAGING FAMILY INVESTMENT ASSETS AND REAL ESTATE INVESTMENTS; NEW JERSEY; MANAGING MEMBER; 3 HOURS AFTER BUSINESS; 1 DURING TRADING HOURS; 05/2011** 2. ONE-O-ONE LLC; MANAGING MEMBER; NJ; ESTATE AND INVESTMENT PLANNING PURPOSES; MANAGE FAMILY INVESTMENT ASSETS AND REAL ESTATE INVESTMENTS; 3 HOURS PER MONTH AFTER BUSINESS; 1 DURING TRADING HOURS; 12/2002 3.*486814- Trust; Investment related -Yes; Scotch Plains, New Jersey; Trust; 12/1998; During business hours: 0.10; After business hours: 0; 4. *501663 : Trust; Investment related : Yes; Scotch Plains; New Jersey; Trust; Trustee/Co-Trustee; 05/2022; During business hours: 1; After business hours: 0; *538467 - Trust; Investment related: Yes; Green Brook, New Jersey; Trust; Trustee/Co-Trustee; 02/2023; During business hours: 0; After business hours: 0.01;

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-02
• S63 Uniform Securities Agent State Law Examination
  1996-05-20

Other Names

• Brian James Kelly
• Brian James Kelly Jr
• Brian James Kelly
• Brian J. Kelly Jr.