KP
KP

Keenan Pool

14 Years of Experience
Eureka, CA
Broker

Keenan Pool is a registered investment advisor at Morgan Stanley, based in Eureka, CA, with 14 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

2421 Buhne Street, Eureka, CA, 95501

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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

Keenan owns and manages rental properties in Eureka, California. He spends a few hours per week on these activities, primarily after business hours.

Employment History
Current Registrations
Morgan Stanley
December 2011 - Present · 14 yrs 5 mos
Morgan StanleyBroker
November 2011 - Present · 14 yrs 6 mos
State Registrations28 states
AZCACOCTFLIDILKSMAMDMIMNMOMTNCNENVNYOHORPASDTNTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.