Kelley Maria Girardin

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

• 12/2015 → 05/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Des Moines, IA
• 05/2016 → 05/2017
  Bank Of America, N.A.
  Des Moines, IA
• 06/2017 → Present
  Morgan Stanley
  Davenport, IA
• 06/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2016-04-11 → 2017-05-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  West Des Moines, IA
• 2012-04-10 → 2012-10-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Augusta, GA

Exams

• S66 Uniform Combined State Law Examination
  2016-04-08

Other Names

• Kelley Maria Girardin
• Kelley M Girardin
• Kelley G Mobley