Keaton James Covillo

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

• 08/2015 → Present
  Morgan Stanley
  San Francisco, CA

Other Businesses

*417132 - Rental Property; Investment related - Yes; Walnut Creek, California; Real Estate; Joint Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2020; During business hours: 0; After business hours: 1; Landlord

Exams

• S66 Uniform Combined State Law Examination
  2016-06-10
• S63 Uniform Securities Agent State Law Examination
  2013-09-05

Other Names

• Keaton St. James
• Keaton Covillo
• Keaton J Covillo
• Keaton J Covillo