Beth Kerekes is a registered investment advisor at Morgan Stanley, based in Perrysburg, OH, 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
6250 Levis Common Blvd, Perrysburg, OH, 43551
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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 →Employment History
Current Registrations
Morgan StanleyBroker
October 2017 - Present · 8 yrs 7 mos
Morgan Stanley
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2017 - October 2017 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2017 - October 2017 · 6 mos
Wells Fargo Clearing Services, LLC
April 2005 - April 2017 · 12 yrs
Wells Fargo Clearing Services, LLCBroker
March 2004 - April 2017 · 13 yrs 1 mo
American Express Financial Advisors INC.Broker
June 2003 - March 2004 · 9 mos
Ids Life Insurance CompanyBroker
June 2003 - March 2004 · 9 mos
Wachovia Securities, INC.Broker
April 2001 - August 2002 · 1 yr 4 mos
State Registrations46 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTVirgin IslandsWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.