Keith Karstadt
Keith Karstadt is a registered investment advisor at Morgan Stanley, based in Shrewsbury, NJ, with 47 years of industry experience. Keith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1030 Broad Street 3rd Floor, Shrewsbury, NJ, 07702
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2016Customer Dispute
April 2016Customer Dispute
May 2008Customer Dispute
May 2006Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Prudential Securities IncorporatedBroker
Shearson Lehman Hutton INC.Broker
Dean Witter Reynolds INC.Broker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Shearson/american Express INC.Broker
State Registrations31 states
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
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