KC
KC
Keishara Colby is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, with 6 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
One Fawcett Place, 3rd Floor, Greenwich, CT, 06830
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Regulatory History (5)
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Financial
March 2024Final
Financial
June 2023Final
Financial
March 2023Final
Financial
June 2022Final
Financial
January 2022Final
Other Business Activities
Keishara works as an animal sitter through Rover since 2019, spending minimal time outside business hours. She also works for Uber since January 2024, dedicating about a quarter of her time outside business hours to this activity.
Employment History
Current Registrations
Morgan Stanley
December 2022 - Present · 3 yrs 5 mos
Morgan StanleyBroker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2022 - November 2022 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2019 - November 2022 · 3 yrs
State Registrations47 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.