Best Investors Account Sign in

Kelley Danielle Smith

Morgan Stanley

Yardley, PA

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-02-17
TX RA APPROVED 2021-04-06
PA RA APPROVED 2021-03-15
  • NJ RA
    APPROVED
    Since 2022-02-17
  • TX RA
    APPROVED
    Since 2021-04-06
  • PA RA
    APPROVED
    Since 2021-03-15

Branch Locations

777 Township Line Road Suite 301, Yardley, PA 19067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Yardley PA 04/2018 Present
Td Bank Bridgeton NJ 03/2013 09/2016
Td Bank Philadelphia PA 09/2016 03/2017
La Salle University Philadelphia PA 09/2017 12/2017
Unemployed Philadelphia PA 12/2017 04/2018
Unemployed Philadelphia PA 03/2017 09/2017
  • 04/2018 → Present
    Morgan Stanley
    Yardley, PA
  • 03/2013 → 09/2016
    Td Bank
    Bridgeton, NJ
  • 09/2016 → 03/2017
    Td Bank
    Philadelphia, PA
  • 09/2017 → 12/2017
    La Salle University
    Philadelphia, PA
  • 12/2017 → 04/2018
    Unemployed
    Philadelphia, PA
  • 03/2017 → 09/2017
    Unemployed
    Philadelphia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-15
  • S66 Uniform Combined State Law Examination
    2021-03-15

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
VENTURA WEALTH MANAGEMENT
LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CROSSOVER CAPITAL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

MICHAEL STEVEN BROOKS
ANGELA MARY SPRENKLE
THOMAS MARTIN WICK
EDWARD CHRISTIAN GRUBER
MICHAEL R JOHNSON
SARAH NICOLE WAGNER FIORELLI
Abigail Page Wick
MARGARET MARY MCMAHON

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · YARDLEY, PA
OSAIC WEALTH, INC. · YARDLEY, PA
MML INVESTORS SERVICES, LLC · Yardley, PA
VENTURA WEALTH MANAGEMENT · YARDLEY, PA
LPL FINANCIAL LLC · YARDLEY, PA
ALLSTATE FINANCIAL ADVISORS, LLC · Yardley, PA
CROSSOVER CAPITAL · YARDLEY, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Yardley, PA

More in Yardley, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor