Vanessa F Kalekwa

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

• 06/2022 → 10/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 07/2018 → 06/2022
  Danville Services
  Tucson, AZ
• 10/2017 → 06/2018
  Humana Health/C3
  Tucson, AZ
• 09/2017 → 02/2018
  Macy'S
  Tucson, AZ
• 01/2016 → 09/2017
  Unemployed
  Tucson, AZ
• 04/2025 → 04/2025
  Cambridge Investment Research, Inc
  Fairfield, IA
• 04/2025 → 04/2025
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 02/2025 → 04/2025
  Cambridge Investment Research, Inc
  Fairfield, IA
• 11/2024 → 01/2025
  Unemployed
  Nairobi
• 05/2025 → Present
  Morgan Stanley
  Scottsdale, AZ

Previous Registrations

• 2024-07-30 → 2024-10-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-07-11

Other Names

• Vanessa F Kalekwa
• Vanessa Furaha Kalekwa