Kelsey Berlin, financial advisor South Jordan UT
89 score

Kelsey Berlin

CRD Number: 6214898
Current Firm: Morgan Stanley

Kelsey Berlin (CRD# 6214898) is an Investment Advisor Representative working at Morgan Stanley in South Jordan, UT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley South Jordan, UT Feb 2014 - Current 2
Fidelity Investments American Fork, UT Jun 2013 - Jan 2014 < 1
Brigham Young University Provo, UT Aug 2010 - Apr 2013 2
Keith Jenkins Orem, UT Aug 2010 - Aug 2012 2
Pma Media Group Provo, UT Jun 2010 - Aug 2010 < 1
Roswell Park And Recreation Roswell, GA May 2010 - Jun 2010 < 1
Brigham Young University Provo, UT Aug 2009 - May 2010 < 1
Roswell Park And Recreation Roswell, GA Jun 2009 - Aug 2009 < 1
Brigham Young University Provo, UT Aug 2008 - Jun 2009 < 1
Roswell Park And Recreation Roswell, GA Jun 2008 - Aug 2008 < 1
Roswell High School Roswell, GA Aug 2007 - Jun 2008 < 1
Roswell Park And Recreation Roswell, GA Jun 2007 - Aug 2007 < 1
Roswell High School Roswell, GA Aug 2006 - Jun 2007 < 1
Sears Pool Management Sandy Springs, GA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Kelsey A. Berlin
Phone Number: 914-225-5510
Registered State(s):
  • UT
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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