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.
- Morgan StanleyMar 2022 to now
- Morgan Stanley Smith Barney LLCFeb 2022 to now
- Entertainment Partners Enterprises LLCFeb 2022 to Feb 2022
- Cambridge Investment Research Advisors Inc.Jan 2022 to Jan 2022
- Cambridge Investment Research, Inc.Aug 2020 to Jan 2022
- Cast & Crew Production PayrollAug 2020 to Dec 2020
- Entertainment Partners Enterprises LLCMay 2020 to Jul 2020
- UnemployedMar 2020 to May 2020
- Cast & Crew Production PayrollNov 2019 to Mar 2020
- Entertainment Partners Enterprises LLCSep 2019 to Nov 2019
- Danni Productions LLCAug 2019 to Aug 2019
- Entertainment Partners Services LLCAug 2019 to Aug 2019
- Entertainment Partners Services LLCJul 2019 to Jul 2019
- Cast & Crew Production ServicesJun 2019 to Jul 2019
- Cast & Crew Production PayrollDec 2018 to May 2019
- Entertainment Partners Services LLCAug 2018 to Nov 2018
- Current Film Services Inc.Mar 2018 to Mar 2018
- Cast & Crew Production PayrollNov 2017 to Jul 2018
- Entertainment Partners Enterprises LLCJul 2017 to Nov 2017
- B-t-l Payrolls, LLCJan 2017 to Jul 2017
- French Press Coffee HouseJan 2017 to Jan 2017
- Amc StudiosDec 2016 to Dec 2016
- 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