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Kelly Ryan Harvey

Morgan Stanley & Co. LLC

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About Kelly Ryan Harvey

Kelly Ryan Harvey is a financial advisor with Morgan Stanley & Co. LLC. Kelly has been in the financial services industry since January 20, 2009. Kelly holds the Series 6, Series 63, and SIE licenses. Kelly is registered with the state of New York. Prior to joining Morgan Stanley & Co. LLC, Kelly was employed with T. Rowe Price Investment Services, Inc.

Firm Information

Kelly Harvey is currently registered with Morgan Stanley & Co. LLC. Morgan Stanley & Co. LLC is a Limited Liability Company formed on December 3, 1969. It is registered in 53 states and has one approved SEC registration. The firm has been involved in 471 Regulatory Events, 5 Civil Events, and 54 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

462

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Kelly Harvey’s Registration & Firm History

NY

02/04/2015 - Present

Morgan Stanley & Co. LLC (NEW YORK NY)

MD

01/12/2009 - 01/26/2015

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

BC

Issued 04/09/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Ryan Harvey.
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