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Kelli A Benedejcic

Morgan Stanley

Columbus, OH

Pepper Pike, OH

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-03-17
OH RA APPROVED 2022-02-24
  • TX RA
    APPROVED
    Since 2022-03-17
  • OH RA
    APPROVED
    Since 2022-02-24

Branch Locations

41 South High Street Suite 2700, Columbus, OH 43215 • United States

31099 Chagrin Boulevard, Pepper Pike, OH 44124 • 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 Smith Barney Llc Pepper Pike OH 06/2021 Present
Raymond James And Associates Upper Arlington OH 03/2020 06/2021
Keybank Cleveland OH 05/2019 08/2019
Youngstown State University Youngsown OH 05/2016 05/2020
Edward Jones Investments Youngstown OH 03/2018 05/2019
Tjmaxx And Homegoods Youngstown OH 11/2014 08/2017
  • 06/2021 → Present
    Morgan Stanley Smith Barney Llc
    Pepper Pike, OH
  • 03/2020 → 06/2021
    Raymond James And Associates
    Upper Arlington, OH
  • 05/2019 → 08/2019
    Keybank
    Cleveland, OH
  • 05/2016 → 05/2020
    Youngstown State University
    Youngsown, OH
  • 03/2018 → 05/2019
    Edward Jones Investments
    Youngstown, OH
  • 11/2014 → 08/2017
    Tjmaxx And Homegoods
    Youngstown, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-24
  • S66 Uniform Combined State Law Examination
    2022-02-24
Other Names
  • Kelli Ann Dougherty
  • Kelli A Dougherty

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
STRATEGIC ADVISERS LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

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