Joseph
Keenan

Morgan Stanley

CRD#4561487
Investment Advisor
in Cupertino, CA

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About this Advisor

Joseph Keenan is a financial advisor based out of Cupertino, California with a total of 14 years of relevant experience. Keenan is an advisor for Morgan Stanley. Their career trajectory has included roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Keenan maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California and Texas. Morgan Stanley is a registered investment company that has its headquarters in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 people on staff. It oversees $1 trillion in total assets among its 2,233,188 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 accounts, just 1% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Morgan Stanley has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely depend on which services are offered. However, fees billed by Morgan Stanley most likely include any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

20400 Stevens Creek Boulevard Suite 350
Cupertino, CA 95014

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

CA Average: $7,464,549,021
Total Number of Employees

28,000

CA Average: 88
Total Number of Accounts

2,233,188

CA Average: 3,892
Average Account Size

$530,659

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Joseph Keenan Work History

Joseph has been registered as a financial advisor for 14 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2009 - Present (15 years)

Morgan Stanley Smith Barney

2007 - Present (17 years)

Morgan Stanley & Co., Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Keenan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Allan House
Baltimore, MD
Dori Stegmann
Saint Louis, MO
Russell Huebschle
Oakland, CA
Ellen Spitz
Garden City, NY
Charles Doering
Walnut Creek, CA
Daniel Evans
New York, NY
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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