Keith Scheer 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
Loading...
Location
1585 Broadway, New York, NY, 10036
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Morgan Stanley
September 2017 - Present · 8 yrs 8 mos
Morgan Stanley
September 2017 - Present · 8 yrs 8 mos
Morgan StanleyBroker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2011 - June 2017 · 5 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2011 - June 2017 · 5 yrs 11 mos
Morgan Stanley Smith Barney LLC
November 2009 - June 2011 · 1 yr 7 mos
Morgan Stanley Smith BarneyBroker
November 2009 - June 2011 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2006 - October 2009 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2006 - October 2009 · 3 yrs 4 mos
State Registrations3 states
NJNYPA
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.