Marilyn Elaine Keyser

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-16
CT	RA	APPROVED	2009-08-07
TX	RA	APPROVED	2009-08-07

NY RA
APPROVED

Since 2021-06-16
CT RA
APPROVED

Since 2009-08-07
TX RA
APPROVED

Since 2009-08-07

Branch Locations

2000 Westchester Avenue 1Nc, Purchase, NY 10577 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney	Purchase	NY	08/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

08/2009 → Present

Morgan Stanley Smith Barney

Purchase, NY
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

1999-08-03 → 2009-08-18

Ubs Financial Services Inc.

Greenwich, CT

Greenwich, CT

Other Businesses

1. * 415155 - POA; Investment related Yes; Port Chester, NY; Jan 2022; During business hours: 0; After business hours: 10. 2. *415209 - Estate; Investment related - Yes; Greenwich, Connecticut; POA, Executor; 07/2024; During business hours: 0; After business hours: 10 3. *443993 - Trust; Investment related - Yes; Greenwich, Connecticut; Trustee; 03/2012; During business hours: 0; After business hours: 1; 4.*466894- Trust; Investment related -Yes; Greenwich, Connecticut; Trust; Successor Role; 01/2022; During business hours: 0; After business hours: 0; 5.*466895 - Trust; Investment related -Yes; Greenwich, Connecticut; Trust; Successor Role; 03/2022; During business hours: 0; After business hours: 0;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-07-13
S63	Uniform Securities Agent State Law Examination	1992-10-01

S65 Uniform Investment Adviser Law Examination

1994-07-13
S63 Uniform Securities Agent State Law Examination

1992-10-01

Other Names

Marilyn Elaine Piel

View on SEC IAPD