Keith Philippi
Keith Philippi is a CFP-designated registered investment advisor at Morgan Stanley, based in Marco Island, FL, with 18 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
928 North Collier Boulevard, 3rd Floor, Marco Island, FL, 34145
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 ActivitiesSells Insurance
Keith is a co-owner of Salad Da Mana, LLC DBA Brooks Burgers, a restaurant, dedicating minimal time. He also has an insurance business since September 2021.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Wells Fargo Advisors, LLCBroker
State Registrations47 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.