Keith Kepley is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
6805 Carnegie Boulevard, Suite 400, Charlotte, NC, 28211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keith serves as a Trustee/Co-Trustee for a trust since 2009. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Capital Markets CORP.Broker
Dean Witter Reynolds INC.Broker
State Registrations37 states
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