Carly Elizabeth Stello
Investment adviser representative at Morgan Stanley
24 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Carly Elizabeth Stello? Claim your profile
Contact this firm
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
24 years in the industry.
- Morgan StanleyJul 2024 to now
- Morgan StanleyJun 2023 to Aug 2023
- Morgan StanleyJun 2022 to Aug 2022
- Penn State UniversityAug 2020 to May 2024
- Lifetime Health and Fitness CenterJan 2018 to Nov 2021
- Brick and BrewJan 2017 to Dec 2017
- Unemployed- StudentJun 2002 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7565085
- Firm CRD
- 149777