MK
MK

Marilyn Keyser

33 Years of Experience
Purchase, NY
Broker

Marilyn Keyser is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 33 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

2000 Westchester Avenue, 1Nc, Purchase, NY, 10577

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Marilyn serves as a POA, executor, and trustee for multiple trusts and estates since 2012. These activities are investment-related and take a few hours per week.

Employment History
Current Registrations
Morgan Stanley
August 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
August 2009 - Present · 17 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
August 1999 - August 2009 · 10 yrs
UBS Financial Services INC.Broker
January 1995 - August 2009 · 14 yrs 7 mos
Kidder, Peabody & CO. IncorporatedBroker
September 1992 - January 1995 · 2 yrs 4 mos
State Registrations39 states
ALAZCACOCTDCDEFLGAIDILINKSKYLAMAMDMEMIMNMOMTNCNHNJNVNYOHORPARISCTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.