Keith M Reilly

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

• 12/2018 → Present
  Morgan Stanley
  Greenwich, CT
• 03/2018 → 11/2018
  Unemployed
  Mamaroneck, NY
• 06/2013 → 02/2018
  Retro Report
  New York, NY
• 03/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-02-25

Other Names

• Keith Reilly