Keith
Seivers

Morgan Stanley

CRD#5372299
Investment Advisor
in Winston Salem, NC

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About this Advisor

Keith Seivers is a financial advisor operating out of Winston Salem, North Carolina, with 14 years of relevant experience. Seivers is currently employed by Morgan Stanley. Throughout their career, Seivers has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Seivers maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in North Carolina and Texas. Morgan Stanley is a registered investment firm based in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 financial advisors. It manages $1 trillion in assets under management among its 2,233,188 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets. The business has a diverse array of services, such as 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. A financial advisor's fee schedules are based on the type of financial services offered. Fee types billed by Morgan Stanley can include some combination 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

100 North Main Street Suite 2500
Winston Salem, NC 27101

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

NC Average: 88
Total Number of Accounts

2,233,188

NC Average: 3,892
Average Account Size

$530,659

NC 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

Keith Seivers Work History

Keith 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

*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 Keith Seivers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Charles Doering
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Allan House
Baltimore, MD
Calvin Mason
Pueblo, CO
Melissa Moyer
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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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