Kelly Merrie Herradon
Investment adviser representative at Morgan Stanley
14 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
14 years in the industry.
- Morgan StanleyOct 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to Oct 2024
- UnemployedAug 2022 to Oct 2022
- Somerset Academy Preparatory AcademyOct 2020 to Aug 2022
- Nova Southeastern UniversityAug 2020 to Dec 2021
- UnemployedJun 2020 to Oct 2020
- University of MiamiAug 2019 to Jun 2020
- Miami MarlinsApr 2019 to Aug 2019
- University of FloridaAug 2016 to Dec 2019
- Cary's TreasuresOct 2012 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7656207
- Firm CRD
- 149777