KR
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Keith Rowling

23 Years of Experience
West Palm Beach, FL
Broker

Keith Rowling is a registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, with 23 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

777 South Flagler Drive, Suite 700E, West Palm Beach, FL, 33401

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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.

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Other Business Activities

Keith is a general partner/managing member of Linear Allocation IV and V, and a member of 115 South Olive Investors LLC, all real estate related. He also owns Linear Allocation II and III LLCs, which are rental properties, and spends minimal time on these activities.

Employment History
Current Registrations
Morgan StanleyBroker
April 2025 - Present · 1 yr 3 mos
Morgan Stanley
April 2025 - Present · 1 yr 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2017 - April 2025 · 8 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2017 - April 2025 · 8 yrs 1 mo
Morgan Stanley
September 2010 - March 2017 · 6 yrs 6 mos
Morgan StanleyBroker
June 2009 - March 2017 · 7 yrs 9 mos
Citigroup Global Markets INC.Broker
February 2008 - June 2009 · 1 yr 4 mos
UBS Financial Services INC.
March 2005 - March 2008 · 3 yrs
UBS Financial Services INC.Broker
June 2003 - March 2008 · 4 yrs 9 mos
UBS Painewebber INC.Broker
May 2002 - February 2003 · 9 mos
State Registrations32 states
AKALAZCACOCTDEFLGAIDILKYMAMDMEMIMNMOMSNCNJNVNYOHORPAPRSCTNTXUTWY
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.
Keith Rowling - Financial Advisor | TrueAdvisor