Kelsey Leighton
Investment adviser representative at Morgan Stanley
11 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
11 years in the industry.
- Morgan StanleyJun 2026 to now
- Fidelity InvestmentsJun 2025 to Jun 2026
- Quinnipiac UniversityJan 2025 to May 2025
- Montis FinancialNov 2024 to Jan 2025
- Quinnipiac UniversityAug 2024 to Dec 2024
- F5 Facility ServiceMay 2024 to Aug 2024
- Sage Marketing USMay 2024 to Aug 2024
- Quinnipiac UniversityAug 2023 to May 2024
- Coldwell BankerMay 2023 to Aug 2023
- Quinnipiac UniversityJan 2023 to May 2023
- Apollo JetsDec 2022 to Feb 2023
- Quinnipiac UniversityAug 2022 to Dec 2022
- Raquets ClubMay 2022 to Aug 2022
- Quinnipiac UniversityAug 2021 to May 2022
- UnemployedMay 2021 to Aug 2021
- YmcaJan 2020 to Apr 2020
- Clemenzas PizzeriaMay 2019 to Jun 2021
- Millburn High SchoolSep 2017 to Jun 2021
- UnemployedJun 2017 to Sep 2017
- Millburn Middle SchoolMay 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 8116208
- Firm CRD
- 149777