Keith E Rowling

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 11/2016
  Morgan Stanley Smith Barney Llc
  Troy, MI
• 01/2015 → 03/2017
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 07/2013 → 11/2016
  Morgan Stanley Smith Barney Llc
  Orchard Lake, MI
• 03/2016 → 03/2017
  Morgan Stanley Smith Barney Llc
  Delray Beach, FL
• 03/2017 → 04/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
• 05/2017 → 04/2025
  Bank Of America, N.A.
  Bloomfield Hills, MI
• 04/2025 → Present
  Morgan Stanley Smith Barney Llc
  West Palm Beach, FL
• 04/2025 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2017-03-03 → 2025-04-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
  Boca Raton, FL
  Bloomfield Hills, MI
  Palm Beach, FL
  Gulfstream, FL
• 2010-09-30 → 2017-03-06
  Morgan Stanley
  Troy, MI
  Orchard Lake, MI
  Troy, MI
  Delray Beach, FL
  Delray Beach, FL
  Troy, MI
  Orchard Lake, MI
  Troy, MI
• 2005-03-18 → 2008-03-03
  Ubs Financial Services Inc.
  Troy, MI
  Troy, MI

Other Businesses

(1) 639647 - 1125 Island Drive, LLC; Investment Related; Gulf Stream, FL; Rental Property; Sole Proprietor/Owner; Start 09-February-2021; During business hours: 0; After business hours: 0; Property Management. (2) 639643 - Linear Allocation, LLC; Investment Related; Miami, FL; Rental Property; Sole Proprietor/Owner); Start 01-November-2021; During business hours: 0; After business hours: 0; No duties. (3) 639634 - Linear Allocation II, LLC; Investment Related; Gulf Stream, FL; Rental Property; Sole Proprietor/Owner; Start 18-January-2022; During business hours: 0; After business hours: 0; Property Management. (4) 639637 - Linear Allocation III, LLC; Investment Related; Gulf Stream, FL; Rental Property; Sole Proprietor/Owner; Start 02-February-2022; During business hours: 0; After business hours: 0; Property Management. (5) 639628 - Linear Allocation IV, LLC; Investment Related; Gulf Stream, FL; Rental Property; Sole Proprietor/Owner; Start 26-August-2022; During business hours: 0; After business hours: 0; Property Management. (6) 639624 - Linear Allocation V LLC; Investment Related; Gulf Stream, FL; Rental Property; Sole Proprietor/Owner; Start 06-June-2023; During business hours: 0; After business hours: 0; Other. No duties. (7) 640188 - Linear Allocation VI; Investment Related; Gulf Stream, FL; Rental Property; Sole Proprietor/Owner; Start 26-March-2025; During business hours: 0; After business hours: 0; Other. (8) 641170 - 4500 C20 N Flagler Drive LLC; Investment Related; Gulf Stream, FL; Rental Property; Sole Proprietor/Owner; Start 22-July-2025; During business hours: 0; After business hours: 0; Property Management. (9) 641172 - 4500 A9 N Flagler Drive LLC; Investment Related; Gulf Stream, FL; Rental Property; Sole Proprietor/Owner; Start 22-July-2025; During business hours: 0; After business hours: 0; Property Management. (10) 650791- 4500 N. Flagler Drive Unit B4 LLC; Investment Related; Gulfstream, FL; Rental Property; Sole Proprietor/Owner; Start 23-July-2025; During business hours: 0; After business hours: 0; Property Management. (11) 656664 - Linear Allocation VII; Investment Related; Delray Beach, FL; Real Estate; Manager; Start 20-August-2025; During business hours: 0; After business hours: 0; Administrative: Accounting/Bookkeeping. (12) 666654 - Linear Allocation X LLC; Investment Related: Yes; Gulfstream, FL; Real Estate; Sole Proprietor/Owner; Start 29-October-2025; During business hours: 0; After business hours: 0; Property Management. (13) 664821- Linear Allocation VIII; Investment Related-Yes; Gulfstream, FL; Real Estate Holding LLC; Manager; 11/2025; During business hours: 0; After business hours: 0; Administrative, Accounting/Bookkeeping. (14) *664824- Linear Alloaction IX; Investment related: No; Gulfstream, Florida; This will hold ownership of my FlexJet lease; Manager (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 0; Administrative, Accounting/Bookkeeping (15) *681052 - Linear Allocation XI LLC; Investment related: Yes; Gulfstream, Florida; Rental Property; Manager (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 1; Administrative:Accounting/Bookkeeping:Property Management

Exams

• S66 Uniform Combined State Law Examination
  2016-03-28

Other Names

• Keith E. Rowling
• Keith E Rowling
• Keith Rowling