KA
KA

Keith Ameling

45 Years of Experience
Beverly Hills, CA
Broker

Keith Ameling is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 45 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

9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
February 1990 - July 1993 · 3 yrs 5 mos
Dean Witter Reynolds INC.Broker
February 1982 - February 1990 · 8 yrs
American Western Securities, INC.Broker
November 1981 - January 1982 · 2 mos
M. S. Wien & CO., INC.Broker
July 1980 - June 1982 · 1 yr 11 mos
State Registrations24 states
AZCACODCDEFLGAHIIDILINMAMIMNNJNMNVNYORTXUTVAVTWA
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.
Keith Ameling - Financial Advisor | TrueAdvisor