Claire R Keller

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

• 04/2021 → 11/2023
  Fidelity Investments
  Greenwood Village, CO
• 12/2020 → 04/2021
  Unemployed
  Corte Madera, CA
• 08/2016 → 12/2020
  Miami University
  Oxford, OH
• 05/2019 → 06/2020
  Asg At Miami University
  Oxford, OH
• 06/2018 → 07/2018
  Galway Film Fleadh
  Galway
• 02/2016 → 01/2018
  The Caprice
  Tiburon, CA
• 03/2025 → Present
  Morgan Stanley
  San Francisco, CA
• 01/2024 → 12/2024
  Private Practice
  Corte Madera, CA

Previous Registrations

• 2021-12-17 → 2023-12-04
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2021-12-06

Other Names

• Claire Roisin Keller