Kelly Haralambie Cobb

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

• 01/2019 → 02/2022
  Angel Oak Capital Advisors
  Atlanta, GA
• 04/2019 → 02/2022
  Foreside Fund Services, Llc
  Atlanta, GA
• 09/2013 → 01/2019
  Full Time Stay At Home Mother
  Atlanta, GA
• 03/2022 → Present
  Morgan Stanley
  Atlanta, GA

Previous Registrations

• 2003-02-20 → 2006-08-08
  Neuberger Berman Bd Llc
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-28
• S63 Uniform Securities Agent State Law Examination
  2019-05-31

Other Names

• Kelly Haralambie
• Kelly Christine Haralambie
• Kelly Haralambie Cobb
• Kelly Christine Cobb
• Kelly H Cobb