KO
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Kyle O'keefe

16 Years of Experience
Ann Arbor, MI
Broker

Kyle O'keefe is a registered investment advisor at Morgan Stanley, based in Ann Arbor, MI, with 16 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

2001 Commonwealth Boulevard, Ann Arbor, MI, 48105

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History

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.

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Other Business Activities

Kyle is a co-owner of 8070 Arkona LLC, a land ownership venture, and spends minimal time maintaining the property.

Employment History
Current Registrations
Morgan StanleyBroker
December 2022 - Present · 3 yrs 5 mos
Morgan Stanley
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Edward Jones
September 2009 - December 2022 · 13 yrs 3 mos
Edward JonesBroker
July 2009 - December 2022 · 13 yrs 5 mos
State Registrations33 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.
Kyle O'keefe - Financial Advisor | TrueAdvisor