Karen Valentine Keusayan

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Los Angeles, CA
• 11/2016 → 07/2021
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
• 07/2021 → Present
  Morgan Stanley Smith Barney Llc
  Los Angeles, CA
• 08/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2011-01-03 → 2021-07-08
  Wells Fargo Clearing Services, Llc
  El Segundo, CA
  Los Angeles, CA
  Jackson, WY
  Los Angeles, CA
  Beverly Hills, CA
• 2001-07-20 → 2011-01-03
  Wells Fargo Investments, Llc
  Los Angeles, CA
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

1.RENTAL PROPERTY, INV RELATED, WEST HOLLYWOOD, CA, 100% OWNERSHIP, START: 5/1/2016, 1 HR/MONTH, 0 HRS DURING TRADING; 7705 NORTON LLC, INV RELATED, LOS ANGELES, CA, 100% OWNERSHIP, START 1/1/2018, ZERO HOUR PER MONTH, ZERO HOURS DURING TRADING, MANAGE RENTAL PROPERTY.; 2. PERSONAL REPRESENTATIVE FOR COUSIN, INV RELATED, LOS ANGELES, CA, START: 4/30/2019, 2 HRS/MONTH, 0 HRS DURING TRADING. 3. RENTAL PROPERTY; INVESTMENT RELATED; JACKSON,WY; 100% OWNERSHIP; START DATE 01/04/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER.; 4.FIDUCIARY FEES FOR PERSONAL REP FOR COUSIN, INV RELATED, LOS ANGELES, CA, START: 1/13/2020, 1 HR/MONTH, 0 HRS DURING TRADING. 5. *447665 - Rental Property; Investment related Yes; West Hollywood, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2011; During business hours: 0; After business hours: 1; Property Management 6. *447667 - Rental Property; Investment related Yes; Jackson, Wyoming; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2019; During business hours: 0; After business hours: 1; Property Management *486483 - Trust; Investment related - Yes; Huntington Beach, California; 01/2022; During business hours: 0; After business hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-27
• S63 Uniform Securities Agent State Law Examination
  1999-01-25

Other Names

• Karen V Keusayan
• Karen Valentine Keusayan