Keith Royce Robinson

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

• 04/2009 → Present
  Citigroup Global Markets, Inc.
  Englewood, CO
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Englewood, CO
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-04-03 → 2009-06-01
  Citigroup Global Markets Inc.
  Englewood, CO
• 1999-01-01 → 2009-04-15
  Ubs Financial Services Inc.
  Denver, CO
  Denver, CO

Other Businesses

PRIVATE COMPANY;AR CAPITAL PARTNERS LLC;OUTSIDE INVESTMENTS - OIL AND GAS, REAL ESTATE; AS OF 08/2014;DURING BUSINESS HOURS 2;AFTER BUSINESS HOURS 2 *677997- Six Peaks South LLC; Investment related: Yes; Centennial, Colorado; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 1; Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-13
• S63 Uniform Securities Agent State Law Examination
  1998-04-02