Morgan C Kelly
Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
Are you Morgan C Kelly? 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 assetsHourlyFixed or flat feeCommissions
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.
- Raymond James & Associates, Inc.Jan 2026 to now
- Hightower AdvisorsMay 2024 to Jan 2026
- Diocese of BirminghamJul 2022 to May 2024
- Decatur City SchoolsJul 2020 to Jul 2022
- Homewood City SchoolsJul 2019 to Jul 2020
- Auburn UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 8210724
- Firm CRD
- 705