Kelby Bertolett
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan Stanley Private Bank, N.ANov 2025 to now
- Morgan StanleyAug 2025 to now
- SportslinkAug 2024 to May 2025
- Bank of AmericaJul 2024 to Aug 2025
- University of FloridaAug 2023 to May 2024
- Truist Financial CorporationJun 2023 to Aug 2023
- University of FloridaJul 2022 to May 2023
- Advance Auto PartsJun 2022 to Aug 2022
- Pi Kappa Phi PropertiesAug 2021 to Apr 2023
- University of FloridaAug 2021 to May 2022
- Intercoastal Parking LLCJun 2021 to Aug 2021
- University of FloridaAug 2020 to May 2021
- St. Thomas Aquinas High SchoolAug 2019 to May 2020
- St. Thomas Aquinas High SchoolAug 2018 to May 2019
- St. Thomas Aquinas High SchoolAug 2017 to May 2018
- St. Thomas Aquinas High SchoolAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7966888
- Firm CRD
- 149777