KM
CFP
KM
CFP
Keith Meyer is a CFP-designated registered investment advisor at Morgan Stanley, based in Centerville, OH, 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
7777 Washington Village Drive, Suite 100, Centerville, OH, 45459
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2017Settled
Other Business Activities
Keith owns multiple rental properties and is an adjunct professor/instructor at the University of Dayton. He also owns a horse farm, a vending machine business, and is involved in real estate as an owner and operator of rental property.
Employment History
Current Registrations
Morgan Stanley
January 2017 - Present · 9 yrs 6 mos
Morgan StanleyBroker
January 2017 - Present · 9 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2002 - January 2017 · 14 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2002 - January 2017 · 14 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.