Kelly Major Green

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

Authority	Category	Status	Date
MI	RA	APPROVED	2016-12-08
IL	RA	APPROVED	2016-10-31
TX	RA	APPROVED_RES	2016-10-31

MI RA
APPROVED

Since 2016-12-08
IL RA
APPROVED

Since 2016-10-31
TX RA
APPROVED_RES

Since 2016-10-31

Branch Locations

Detroit, MI • United States

233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Birmingham	MI	06/2013	10/2016
Morgan Stanley Private Bank, N.A.	New York	NY	01/2015	Present
Morgan Stanley	Chicago	IL	10/2016	Present

06/2013 → 10/2016

Morgan Stanley

Birmingham, MI
01/2015 → Present

Morgan Stanley Private Bank, N.A.

New York, NY
10/2016 → Present

Morgan Stanley

Chicago, IL

Other Businesses

MAJOR MANAGEMENT HOLDINGS, LLC. PARTNER - MEMBER - OWNER AS OF 2005. STRATEGY AND MARKETING CONSULTANCY BUSINESS. NOT INVESTMENT RELATED. HOURS PER MONTH - 20. HOURS DURING SECURITY TRADING HOURS - 0. * 494323 - Milbank Memorial Fund; Investment related-No; New York, New York; Health and Welfare, Medical; Board Member, Investment Committee, Other Committee (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 5; After business hours: 0; Labor/Service. *574503 - McGregor Fund ; Investment related - No ; Detroit, Michigan ; Civic/Community:Hardship Assistance:Humanitarian ; Board Member:Investment Committee(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2024 ; During business hours : 2 ; After business hours : 0 ; Labor/Service *612449- Detroit Athletic Club; Investment related: No; Detroit, Michigan; Recreation; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 5; Governance and Strategic Planning *704228- Southeast Michigan Historical Musems Authority; Investment related No; Waterford Township, Michigan; Government; Appointed Government Position (e.g. Government Board, Government Commission, etc.) (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 1; After business hours: 2; Administrative

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-08-20

S66 Uniform Combined State Law Examination

2013-08-20

Other Names

Kelly Dianne Major

View on SEC IAPD