Keith Petrus is a registered investment advisor at Morgan Stanley, based in New York, NY, with 19 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
55 East 52nd Street, 7th Floor, New York, NY, 10055
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Regulatory History (1)
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Employment Separation After Allegations
June 2010Employment History
Current Registrations
Morgan Stanley
October 2014 - Present · 11 yrs 7 mos
Morgan StanleyBroker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Dominick & Dominick LLC
September 2010 - October 2014 · 4 yrs 1 mo
Dominick & Dominick LLCBroker
September 2010 - October 2014 · 4 yrs 1 mo
UBS Financial Services INC.
April 2007 - July 2010 · 3 yrs 3 mos
UBS Financial Services INC.Broker
November 2006 - July 2010 · 3 yrs 8 mos
State Registrations30 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.