SM
SM

Simone Mckeever

19 Years of Experience
New York, NY
Broker

Simone Mckeever 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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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Simone owns rental property in New York, but this activity is not investment-related. She also dedicates minimal time to the Financial Women's Association and BIG (Business Impact Group) Manhattan in non-Board leadership roles.

Employment History
Current Registrations
Morgan Stanley
September 2018 - Present · 7 yrs 8 mos
Morgan StanleyBroker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
RBC Capital Markets, LLCBroker
December 2013 - October 2016 · 2 yrs 10 mos
Bnp Paribas Securities CORP.Broker
November 2004 - July 2013 · 8 yrs 8 mos
State Registrations24 states
AZCACOCTDCFLGAILKSLAMAMDMINCNJNVNYOHPASCTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Simone Mckeever - Financial Advisor | TrueAdvisor