GK
GK

Gregory Keefer

28 Years of Experience
Greenwich, CT
Broker

Gregory Keefer is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, with 28 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
Loading...

Location

One Fawcett Place, 3rd Floor, Greenwich, CT, 06830

Get directions

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.

Learn about disclosures →
Other Business Activities

Gregory is involved with Larchmont Palmer Owners, a residential co-op, outside of business hours. This activity is not investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
April 2008 - June 2009 · 1 yr 2 mos
Clearbridge Advisors, LLC
March 2006 - April 2008 · 2 yrs 1 mo
Legg Mason Investor Services, LLCBroker
December 2005 - April 2008 · 2 yrs 4 mos
Citigroup Global Markets INC.Broker
May 1998 - December 2005 · 7 yrs 7 mos
Salomon Brothers INC.Broker
May 1998 - September 1998 · 4 mos
Sanford C. Bernstein & CO., INC.Broker
December 1997 - April 1998 · 4 mos
State Registrations47 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gregory Keefer - Financial Advisor | TrueAdvisor