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Scarlet Nichole Kelso

Morgan Stanley

Coeur D'ALene, ID

CRD 5824649

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-05-05
ID RA APPROVED 2013-11-26
  • TX RA
    APPROVED_RES
    Since 2020-05-05
  • ID RA
    APPROVED
    Since 2013-11-26

Branch Locations

505 East Front Avenue Suite 201, Coeur D'ALene, ID 83814 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Coeur D'ALene ID 11/2013 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 11/2013 → Present
    Coeur D'ALene, ID
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2010-09-13 → 2013-11-27
    St Louis, MO
    Coeur D'ALene, ID
    Hayden, ID
Other Businesses

1.OWNER/LANDLORD HAZEL RENTAL PROPERTY IN DOEUR D'ALENE, ID, 83814, 12/15/2005 MANAGE PROPERTY. 2.FERNDALE RENTAL PROPERTY HAYDEN, ID 83835 SINCE 6/15/2012 OWNER 3.HAYDEN AVE RENTAL PROPERTY HAYDEN LAKE, ID 83835 SINCE 6/15/2012 OWNER 7. *484312 - Epic 360 Moments, LLC; Investment related No; Dalton Gardens, Idaho; Technology; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 5; Administrative, Business Development/Growth, Customer Service, Labor/Service, Sales/Marketing *603843 - Swimply; Investment Related - Yes; Dalton Gardens, Idaho; Rental Property; Property Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2024; During Business Hours: 0; After Business Hours: 1; Property Management. *627530 - Fable & Fête, LLC; Investment related: Yes; Dalton Gardens, Idaho; Consulting; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 3/2025; During business hours: 0; After business hours: 5; Administrative:Business Development/Growth:Customer Service:Sales/Marketing

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-10
  • S66 Uniform Combined State Law Examination
    2010-09-10
Other Names
  • Scarlet Nichole Fruechtl
  • Scarlet Jordan
  • Scarlet Nichole Jordan

View on SEC IAPD

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