SM
CFP
SM
CFP
Sean Mckeever
29 Years of Experience
Philadelphia, PA
1 DisclosureBroker
Sean Mckeever is a CFP-designated registered investment advisor at Morgan Stanley, based in Philadelphia, PA, with 29 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
1650 Market Street 42nd Floor, Philadelphia, PA, 19103
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2026Pending
Other Business Activities
Sean is involved with Public House Investments, LLC (Mission Grill, LLC). This activity is not investment-related.
Employment History
Current Registrations
Morgan Stanley
February 2011 - Present · 15 yrs 7 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
November 1996 - April 2007 · 10 yrs 5 mos
State Registrations29 states
ALAZCACOCTDCDEFLGAHIILINMDMEMTNCNHNJNVNYOHORPARISCTXVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.