Drew Koeller is a registered investment advisor at Morgan Stanley, based in sunbury, OH, with 10 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
sunbury, OH
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
March 2026 - Present · 2 mos
Morgan Stanley
March 2026 - Present · 2 mos
Morgan StanleyBroker
March 2026 - Present · 2 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
September 2022 - February 2026 · 3 yrs 5 mos
J.P. Morgan Securities LLC
September 2022 - May 2024 · 1 yr 8 mos
Charles Schwab & CO., INC.
April 2021 - July 2022 · 1 yr 3 mos
Charles Schwab & CO., INC.Broker
April 2021 - July 2022 · 1 yr 3 mos
Huntington Financial Advisors
October 2016 - March 2021 · 4 yrs 5 mos
The Huntington Investment CompanyBroker
October 2016 - March 2021 · 4 yrs 5 mos
J.P. Morgan Securities LLC
August 2015 - October 2016 · 1 yr 2 mos
J.P. Morgan Securities LLCBroker
June 2015 - October 2016 · 1 yr 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.