Kelsey Regan

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

• 10/2015 → 09/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 01/2016 → 09/2024
  Bank Of America, N.A.
  New York, NY
• 09/2024 → Present
  Morgan Stanley
  Dallas, TX
• 10/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-11-02 → 2024-09-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Stamford, CT
  Prosper, TX
  Mckinney, TX
• 2015-09-02 → 2015-12-01
  Credit Suisse Securities (Usa) Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2015-08-31

Designations

• Certified Financial Planner

Other Names

• Kelsey Merritt
• Kelsey Ann Merritt
• Kelsey Ann Regan