Robert J Kelly

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 → 03/2021
  Morgan Stanley Smith Barney Llc
  Melville, NY
• 04/2018 → 08/2018
  Royal Bank Of Canada
  Jersey City, NJ
• 09/2018 → 12/2018
  Unemployed
  Mineola, NY
• 04/2008 → 03/2018
  Full-Time Education
  Mineola, NY
• 03/2019 → 03/2021
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 12/2021 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 04/2021 → 11/2021
  Unemployed
  Mineola, NY
• 11/2021 → 12/2021
  Amc Transfer Inc,
  Oceanside, NY

Previous Registrations

• 2019-03-22 → 2021-03-25
  Morgan Stanley
  Melville, NY

Other Businesses

*471502 - Common Sense Baseall / Long Island Elite Baseballl; Investment related - No; Westbury, New York; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 02/2019; During business hours: 0; After business hours: 25; Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2019-03-22

Other Names

• Robert John Kelly