KM
KM

Keith Munroe

13 Years of Experience
Purchase, NY
Broker

Keith Munroe is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 13 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 Ave, (Home Office), Purchase, NY, 10577

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Keith is involved in real estate investment as a landlord in the Bronx, NY. He also has a rental property through Munroe Holdings LLC in Albany, NY since 2015. These activities are investment-related and take minimal time.

Employment History
Current Registrations
Morgan Stanley
October 2016 - Present · 9 yrs 7 mos
Morgan StanleyBroker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLC
August 2016 - October 2016 · 2 mos
J.P. Morgan Securities LLCBroker
August 2016 - October 2016 · 2 mos
Morgan Stanley
April 2014 - July 2016 · 2 yrs 3 mos
Morgan StanleyBroker
March 2014 - July 2016 · 2 yrs 4 mos
C. J. M. Planning CORP.Broker
December 1998 - December 1999 · 1 yr
C. J. M. Planning CORP.Broker
November 1997 - December 1998 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Keith Munroe - Financial Advisor | TrueAdvisor