Keith
Conn
Morgan Stanley
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About this Advisor
Keith Conn is a financial advisor operating in Columbus, Ohio, with a total of 6 years of relevant experience. Conn currently works for Morgan Stanley. Conn has gained experience at Morgan Stanley, Morgan Stanley Smith Barney LLC and Morgan Stanley Services Group Inc. Conn holds Series 63 and Series 66 licenses, designating them as a securities agent, and can serve investors in Ohio and Texas. Morgan Stanley is a registered investment business based out of Purchase, NY. The firm has offices in 930 locations and a total of 28,000 advisors. It controls $1 trillion in assets under management across its 2,233,188 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in assets. Morgan Stanley provides a diverse range 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. Financial management fee schedules usually vary depending on which services the firm provides the client. However, fees billed by Morgan Stanley likely are comprised of some blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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 Conn Work History
Keith has been registered as a financial advisor for 6 years.*
Morgan Stanley Smith Barney LLC
Morgan Stanley Services Group Inc
Morgan Stanley
Morgan Stanley
*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 Conn 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
New York, NY
New York, NY
Garden City, NY
Oak Brook, IL
Walnut Creek, CA
Baltimore, MD
Pueblo, CO
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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