Vanessa F Kalekwa
Investment adviser representative at Morgan Stanley
9 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
9 years in the industry.
- Morgan StanleyMay 2025 to now
- Cambridge Investment Research Advisors, Inc.Apr 2025 to Apr 2025
- Cambridge Investment Research, IncFeb 2025 to Apr 2025
- UnemployedNov 2024 to Jan 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2022 to Oct 2024
- Danville ServicesJul 2018 to Jun 2022
- Humana Health/c3Oct 2017 to Jun 2018
- Macy'sSep 2017 to Feb 2018
- UnemployedJan 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7588364
- Firm CRD
- 149777