Keith Delisser Munroe

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

• 02/2012 → Present
  M&M Auto Glass Services Llc
  Bronx, NY
• 06/2001 → Present
  D.K. Properties Llc
  Bronx, NY
• 04/2002 → Present
  1125 Whitlock Garages Llc
  Bronx, NY
• 07/2016 → 09/2016
  J.P. Morgan Securites Llc
  New Rochelle, NY
• 07/2016 → 09/2016
  J.P. Morgan Chase Bank
  New Rochelle, NY
• 08/2015 → Present
  Munroe Holdings Llc
  New Rochelle, NY
• 10/2016 → Present
  Morgan Stanley Smith Barney Llc
  Purchase, NY

Previous Registrations

• 2016-08-05 → 2016-10-14
  J.P. Morgan Securities Llc
  New Rochelle, NY
• 2014-04-21 → 2016-07-19
  Morgan Stanley
  Pearl River, NY

Other Businesses

1.Real Estate Investment; Investment related; Bronx, NY; Sole Proprietor / Owner / Partner; Landlord; 0,0 2.Munroe Holdings LLC; Investment related; ALBANY, NEW YORK; Rental; 08/2015; 0,.1

Exams

• S66 Uniform Combined State Law Examination
  2014-04-17
• S63 Uniform Securities Agent State Law Examination
  1997-11-25

Other Names

• Keith Munroe
• Keith Munroe
• Keith Monroe
• Keith D Monroe
• Keith Delisser Munroe
• Keith D Munroe