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Angela Keesee

24 Years of Experience
New York, NY
Broker

Angela Keesee is a registered investment advisor at Morgan Stanley, based in New York, NY, with 24 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

399 Park Avenue, 12th Floor, New York, NY, 10022

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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

Angela holds a 12.8% investment in Copernico Capital Partners (Bermuda) through Deerfield Hill Investments Ltd since 1999. She also serves as a trustee/co-trustee for a trust, making investment decisions and providing advice since 2020.

Employment History
Current Registrations
Morgan Stanley
February 2016 - Present · 10 yrs 3 mos
Morgan StanleyBroker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
July 2011 - March 2016 · 4 yrs 8 mos
Credit Suisse Securities (USA) LLC
July 2011 - March 2016 · 4 yrs 8 mos
UBS Financial Services INC.Broker
January 2010 - August 2011 · 1 yr 7 mos
UBS Financial Services INC.
January 2010 - August 2011 · 1 yr 7 mos
UBS International INC.
November 2008 - January 2010 · 1 yr 2 mos
UBS International INC.Broker
August 2008 - January 2010 · 1 yr 5 mos
Goldman, Sachs & CO.Broker
March 1997 - December 2001 · 4 yrs 9 mos
Lehman Brothers INC.Broker
October 1994 - November 1995 · 1 yr 1 mo
Lehman Government Securities INC.Broker
October 1994 - November 1995 · 1 yr 1 mo
C. J. Lawrence INC.Broker
March 1992 - June 1993 · 1 yr 3 mos
State Registrations27 states
ALAZCACOCTDCDEFLGAILMAMDMIMNNCNHNJNMNYPARISDTNVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.