Inna L 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

• 07/1997 → Present
  Citigroup Global Markets Inc.
  San Francisco, CA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  San Francisco, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2000-08-01 → 2009-06-01
  Citigroup Global Markets Inc.
  San Francisco, CA
  San Francisco, CA

Other Businesses

1.Rental Property; Burlingame, CA; Investment related; Landlord; 06/2008; During business hours: 0; After business hours: 0 2.Rental Property; Redwood City, CA; Rental; Investment related; Sole Proprietor / Owner / Landlord; 04/2017; During business hours: 0; After business hours: 0 3.Rental Property; Alto CA,; Rental; Investment related; Sole Proprietor / Owner / Landlord; 01/2000; During business hours: 0; After business hours: 0 4.Rental property; Investment related - Yes; San Francisco, California; Rental; Landlord (proprietor, partner, officer, director, employee, trustee, agent); 03/2018 5. *366587-  KGC Holdings LLC; Investment related-Yes; La Jolla, California; Rental Property; LLC owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2018; During business hours: 1; After business hours: 0; Accounting/Bookkeeping 6. *525275 - KGC Properties LLC; Investment related Yes; La Jolla, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2023 ; During business hours: 0; After business hours: 1; Property Management.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-13
• S63 Uniform Securities Agent State Law Examination
  1998-10-02

Other Names

• Inna Ellen Lyandres
• Inna E Kelly