Keith Ellis

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

• 04/2016 → 03/2017
  Ef Legacy Securities, Llc
  Henrico, VA
• 05/2018 → 02/2025
  Re Investment Corporation
  Arlington, VA
• 04/2017 → 05/2018
  Unemployed
  Silver Spring, MD
• 05/2018 → 02/2025
  Re Advisers Corporation
  Arlington, VA
• 11/2025 → Present
  Morgan Stanley
  Baltimore, MD
• 03/2025 → 11/2025
  Unemployed
  Silver Spring, MD

Previous Registrations

• 2023-11-20 → 2025-04-10
  Homestead Advisers Corp.
  Silver Spring, MD
  Arlington, VA
  Arlington, VA
  Arlington, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-20
• S63 Uniform Securities Agent State Law Examination
  2008-07-17

Other Names

• Keith Elton Ellis
• Keith Elton Ellis