David Keller is a registered investment advisor at Morgan Stanley, based in Kirkland, WA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4000 Carillon Point, Suite 600, Kirkland, WA, 98033
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
David serves on the investment committee board for Fulcrum Foundation, a charitable organization, since February 2021. He spends a few hours per week on this activity, but is not the primary decision-maker or advisor of allocation.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations45 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.