Keith Pomeroy is a CFP-designated registered investment advisor at Morgan Stanley, based in Westborough, MA, with 31 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
1 Technology Drive, Westborough, MA, 01581
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keith is a board member and on the finance committee for Massachusetts Education & Career Opportunities, Inc. (MassEdCO). He monitors the CFO and bookkeeper, provides updates to the board, and offers his financial expertise, dedicating minimal time during and after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 states
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