Susan Marie 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

• 07/2011 → 02/2018
  Robert W. Baird & Co. Incorporated
  Sarasota, FL
• 02/2018 → Present
  Morgan Stanley
  Sarasota, FL
• 02/2018 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2011-07-01 → 2018-02-22
  Robert W. Baird & Co. Incorporated
  Sarasota, FL
• 2011-03-02 → 2011-07-05
  Wells Fargo Clearing Services, Llc
  Sarasota, FL

Other Businesses

*337842- YMCA of Southwest Florida; Investment related: No; Sarasota, Florida; Civic/Religious/Community; Employee (proprietor, partner, officer, director, employee, trustee, agent); 02/2018; During business hours: 2; After business hours: 6; Fitness instructor - spin classes

Exams

• S66 Uniform Combined State Law Examination
  2011-02-28

Other Names

• Susan Marie Chesters
• Susan Marie Bingham
• Susan Kelly
• Susan Marie Kelly