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Kelsey L Brooks

Investment adviser representative at Morgan Stanley
6 yearsExperience
3 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

6 years in the industry.

  1. Morgan StanleyMar 2022 to now
  2. Morgan Stanley Smith Barney LLCFeb 2022 to now
  3. Entertainment Partners Enterprises LLCFeb 2022 to Feb 2022
  4. Cambridge Investment Research Advisors Inc.Jan 2022 to Jan 2022
  5. Cambridge Investment Research, Inc.Aug 2020 to Jan 2022
  6. Cast & Crew Production PayrollAug 2020 to Dec 2020
  7. Entertainment Partners Enterprises LLCMay 2020 to Jul 2020
  8. UnemployedMar 2020 to May 2020
  9. Cast & Crew Production PayrollNov 2019 to Mar 2020
  10. Entertainment Partners Enterprises LLCSep 2019 to Nov 2019
  11. Danni Productions LLCAug 2019 to Aug 2019
  12. Entertainment Partners Services LLCAug 2019 to Aug 2019
  13. Entertainment Partners Services LLCJul 2019 to Jul 2019
  14. Cast & Crew Production ServicesJun 2019 to Jul 2019
  15. Cast & Crew Production PayrollDec 2018 to May 2019
  16. Entertainment Partners Services LLCAug 2018 to Nov 2018
  17. Current Film Services Inc.Mar 2018 to Mar 2018
  18. Cast & Crew Production PayrollNov 2017 to Jul 2018
  19. Entertainment Partners Enterprises LLCJul 2017 to Nov 2017
  20. B-t-l Payrolls, LLCJan 2017 to Jul 2017
  21. French Press Coffee HouseJan 2017 to Jan 2017
  22. Amc StudiosDec 2016 to Dec 2016
  23. Ease Entertainment Services LLCOct 2016 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 3 states (LA, NY, 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
7289991
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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