Best Investors Account Sign in

Shawn Patrick Kelly

Morgan Stanley

Farmington Hills, MI

Bradenton, FL

CRD 1546976

Claim This Profile
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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-03-01
TX RA APPROVED_RES 2020-03-19
MI RA APPROVED 2010-09-28
  • FL RA
    APPROVED
    Since 2023-03-01
  • TX RA
    APPROVED_RES
    Since 2020-03-19
  • MI RA
    APPROVED
    Since 2010-09-28

Branch Locations

35055 West Twelve Mile Road Suite 101, Farmington Hills, MI 48331 • United States

Bradenton, FL • 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 Farmington MI 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Farmington, MI
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-08-11
S63 Uniform Securities Agent State Law Examination 1986-10-06
  • S65 Uniform Investment Adviser Law Examination
    1992-08-11
  • S63 Uniform Securities Agent State Law Examination
    1986-10-06
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.

Nearby Investors

ERIC JAMES FURLOTTE
DAVID ROBERT SAROTTE
DANIEL THOMAS MILNAMOW

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · FARMINGTON HILLS, MI
EDWARD JONES · FARMINGTON HILLS, MI
FIFTH THIRD SECURITIES, INC. · WEST BLOOMFIELD, MI

More in Farmington Hills, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor