KS
KS

Keith Smith

20 Years of Experience
Hudson, OH
Broker

Keith Smith is a registered investment advisor at Morgan Stanley, based in Hudson, OH, with 20 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

36 East Streetsboro Street, Hudson, OH, 44236

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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

Keith is a sole proprietor/owner/partner of AMK Hudson Realty, LLC, dealing with rental homes since 2012, dedicating minimal time outside business hours. He also serves as a trustee/co-trustee for a trust in Florida since 2022, spending minimal time outside business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2009 - June 2009 · 1 mo
Citigroup Global Markets INC.Broker
May 2009 - June 2009 · 1 mo
Wells Fargo Advisors, LLCBroker
January 2008 - May 2009 · 1 yr 4 mos
Wells Fargo Advisors, LLC
January 2008 - May 2009 · 1 yr 4 mos
A. G. Edwards & Sons, INC.
October 2005 - January 2008 · 2 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
June 2005 - January 2008 · 2 yrs 7 mos
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.