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Keith Robinson
40 Years of Experience
St. Petersburg, FL
2 DisclosuresBroker
Keith Robinson is a registered investment advisor at Morgan Stanley, based in St. Petersburg, FL, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
150 Second Avenue North, Suite 1400, St. Petersburg, FL, 33701
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2006Settled
Customer Dispute
May 1995Settled
Other Business Activities
Keith serves as a Trustee/Co-Trustee for a trust since 2016, spending minimal time on it outside of business hours. This activity is investment-related.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 1991 - June 2009 · 18 yrs 2 mos
Citigroup Global Markets INC.Broker
February 1986 - June 2009 · 23 yrs 4 mos
State Registrations40 states
ALARAZCACOCTDCDEFLGAIAILINKYLAMAMDMEMIMNMOMSMTNCNJNMNVNYOHPASCTNTXUTVAVTVirgin IslandsWAWIWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.