Allie Grace Kilroy
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Morgan StanleyOct 2024 to now
- Morgan Stanley Smith Barney LLCOct 2024 to now
- RBC Capital Markets, LLCNov 2023 to Oct 2024
- MML Investors Services, LLCFeb 2023 to Oct 2023
- Massmutual Life Insurance CompanyAug 2022 to Oct 2023
- Capital High SchoolAug 2022 to Nov 2022
- Nylife Securities, LLCAug 2021 to Aug 2022
- Capital High SchoolAug 2021 to Nov 2021
- BodovinoMar 2021 to Apr 2023
- New York Life Insurance CoDec 2019 to Aug 2022
- Edward JonesJul 2019 to Dec 2019
- Edward JonesJan 2019 to Mar 2019
- Warhawk Air MuseumSep 2018 to Aug 2021
- Boise YmcaAug 2018 to Dec 2019
- Oregon State UniversitySep 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
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
- 7057450
- Firm CRD
- 149777