BK
BK

Bryan Koepf

21 Years of Experience
Greenwood Village, CO
Broker

Bryan Koepf is a registered investment advisor at Morgan Stanley, based in Greenwood Village, CO, with 21 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

5251 DTC Parkway, Suite 1500, Greenwood Village, CO, 80111

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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

Bryan serves as an executor/co-executor for an estate since January 2022. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
October 2011 - Present · 14 yrs 7 mos
Morgan StanleyBroker
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2005 - October 2011 · 6 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2004 - October 2011 · 6 yrs 10 mos
State Registrations43 states
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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.