Laura Kelly, financial advisor Eureka CA
89 score

Laura Kelly

CRD Number: 5998361
Current Firm: Morgan Stanley

Laura Kelly (CRD# 5998361) is an Investment Advisor Representative working at Morgan Stanley in Eureka, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jul 2015 - Current 1
Morgan Stanley Smith Barney LLC Eureka, CA Mar 2015 - Current 1
Morgan Stanley Smith Barney LLC Eureka, CA Mar 2014 - Mar 2015 1
Morgan Stanley Smith Barney LLC San Rafael, CA Jan 2013 - Mar 2014 1
Morgan Stanley Smith Barney LLC Santa Rosa, CA Nov 2011 - Jan 2013 1
Max Restaurant Group Hartford, CT Mar 2011 - Aug 2011 < 1
Jordan Caterers Cheshire, CT Jun 2010 - Feb 2011 < 1
Smokin Mo's Chico, CA Jun 2008 - May 2010 1
Chico State University Chico, CA Dec 2007 - May 2008 < 1
Old Navy Chico, CA May 2007 - Nov 2007 < 1
Chico State University Chico, CA Aug 2006 - Apr 2007 < 1
Eureka Senior High Eureka, CA Jan 2003 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Laura S. Kelly
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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