Kelly Wilhite
Investment adviser representative at Morgan Stanley
12 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
12 years in the industry.
- Morgan StanleyJun 2026 to now
- UnemployedFeb 2026 to Jun 2026
- Severin Investments, LLCJul 2025 to Feb 2026
- Cahaba Clubs Herbal OutpostFeb 2025 to Jun 2025
- Mass Mutual Life Insurance Co.Mar 2021 to Feb 2025
- MML Investors ServicesMar 2021 to Feb 2025
- Bankers Life Securities Inc.Feb 2018 to Mar 2021
- Bankers Life & CasualtyApr 2014 to Mar 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6904882
- Firm CRD
- 149777