Stanley Quelle
Investment adviser representative at Morgan Stanley
11 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Morgan StanleyFeb 2023 to now
- Raymond James & Associates, Inc.Nov 2022 to Feb 2023
- Douglas KellerApr 2022 to Aug 2022
- Northwestern Mutual Investment Services LLCApr 2022 to Aug 2022
- Bank of America, N.A.Nov 2018 to Mar 2022
- Merrill LynchNov 2018 to Mar 2022
- UnemployedJun 2018 to Oct 2018
- The Prudential Insurance Company of AmericaFeb 2017 to Jul 2017
- Prudential SecuritiesJan 2017 to Aug 2017
- Snl Beverage IncFeb 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2272704
- Firm CRD
- 149777