Adam Keefe is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
10960 Wilshire Boulevard, Suite 2000, Los Angeles, CA, 90024
Get directionsHistory
Regulatory History
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
Adam is involved with a trust in Pacific Palisades, California, since 2017. He spends minimal time on this activity.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Suntrust Investment Services, INC.Broker
Csi Capital Management INC
State Registrations30 states
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.