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Emma W Kahalley

Investment Adviser Representative at Morgan Stanley

Birmingham, ALCRD #7618730Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Emma W. Kahalley is an investment adviser representative with Morgan Stanley in Birmingham, AL, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with Porter White Investment Advisors, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Alabama and Texas.

Office

740 Shades Creek Parkway
Birmingham, AL 35209

Advisors at this office: 103

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Alabama, Texas
Broker:
43 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/26/2024
Series 65
Uniform Investment Adviser Law Examination
Passed 9/20/2022
Series 7
General Securities Representative Examination
Passed 11/7/2024
SIE
Securities Industry Essentials Examination
Passed 9/24/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Morgan StanleyCurrent
10/31/2024 – Birmingham, AL
Porter White Investment Advisors, Inc.
9/20/2022 – 7/25/2024Birmingham, AL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Porter White Investment Advisors, Inc.
    Jun 2022 – Jul 2024Birmingham, AL
  2. Highland Associates
    Mar 2022 – May 2022Birmingham, AL
  3. Maynard Cooper & Gale
    May 2021 – Mar 2022Birmingham, AL
  4. Landing
    Sep 2020 – May 2021Birmingham, AL
  5. Emma Begley
    Aug 2018 – May 2021Birmingham, AL
  6. Vector Marketing
    May 2019 – Aug 2019Longmont, CO
  7. Purple Door Market
    Jun 2014 – Sep 2017Hygiene, CO
  8. Baskin Robbins
    Feb 2018 – Aug 2018Longmont, CO
  9. Full Time Student
    Aug 2012 – May 2018Lafayette, CO
  10. Morgan Stanley
    Aug 2024 – no end date reportedHuntsville, AL

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Morgan Stanley

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee
  • Performance-based fees
  • Other
Firm account minimum
$10,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
23,008
Offices listed on AdvisorFinder:
26
Main office:
Purchase, NY
SEC file number:
801-70103

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 28, 2026

View full firm profile

Other advisors at Morgan Stanley

Showing 12 of 23,008 in the directory

View Morgan Stanley firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Emma W Kahalley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Emma W Kahalley (Morgan Stanley) - Fees & Credentials