Kelly Annette Williams

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

• 04/2018 → Present
  Morgan Stanley
  Hunt Valley, MD
• 04/2018 → 04/2018
  Unemployed
  Pikesville, MD
• 03/2018 → 04/2018
  Baltimore County Public Schools
  Towson, MD
• 05/2013 → 03/2018
  Morgan Stanley
  Baltimore, MD

Exams

• S66 Uniform Combined State Law Examination
  2019-05-07

Other Names

• Kelly Annette Williams
• Kelly Annette Gathers