Kelly C Webb

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

• 11/2008 → 01/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
• 01/2022 → Present
  Morgan Stanley Smith Barney Llc
  Birmingham, AL

Previous Registrations

• 2009-04-30 → 2022-01-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
• 2008-11-11 → 2009-05-20
  Ubs Financial Services Inc.
  Birmingham, AL
• 2003-02-19 → 2008-11-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
  Birmingham, AL

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-03-19

Other Names

• Kelly Anne Carpenter
• Kelly Anne Carpenter
• Kelly Anne Carpenter Webb
• Kelly Anne Webb
• Kelly Carpenter
• Kelly Carpenter Webb