AK
AK

Anneliese Keil

25 Years of Experience
San DIego, CA
Broker

Anneliese Keil is a registered investment advisor at Morgan Stanley, based in San DIego, CA, with 25 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

San DIego, CA

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

Anneliese serves on the Kappa Alpha Theta Advisory Board at SDSU, a fraternal society. She dedicates minimal time to this administrative role.

Employment History
Current Registrations
Morgan Stanley
May 2011 - Present · 15 yrs
Morgan StanleyBroker
May 2011 - Present · 15 yrs
Morgan Stanley
May 2011 - Present · 15 yrs
Previous Registrations
LPL Financial LLCBroker
May 2005 - April 2011 · 5 yrs 11 mos
LPL Financial LLC
May 2005 - April 2011 · 5 yrs 11 mos
Securities America Advisors, INC.
July 2003 - September 2004 · 1 yr 2 mos
Securities America, INC.Broker
August 1999 - September 2004 · 5 yrs 1 mo
Signator Investors, INC.Broker
July 1999 - August 1999 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.