Keith R Kahaly

CRD 7464182

Claim This Profile

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:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-09-02
CT	RA	APPROVED	2022-07-28

TX RA
APPROVED

Since 2022-09-02
CT RA
APPROVED

Since 2022-07-28

Branch Locations

28 State Street 26Th Floor, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Boston	MA	11/2021	Present
Universal Automation	Walpole	MA	04/2016	10/2021
Coca-Cola North East	Bangor	MA	09/2018	05/2020
Alumni Bar	Franklin	MA	11/2010	11/2016

11/2021 → Present

Morgan Stanley Smith Barney Llc

Boston, MA
04/2016 → 10/2021

Universal Automation

Walpole, MA
09/2018 → 05/2020

Coca-Cola North East

Bangor, MA
11/2010 → 11/2016

Alumni Bar

Franklin, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-28

S66 Uniform Combined State Law Examination

2022-07-28

View on SEC IAPD

Nearby Firms

BAYPINE HOLDINGS LP

GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.

Nearby Investors

JOSHUA WEBSTER JONES

STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA

BAYPINE HOLDINGS LP · BOSTON, MA

GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

More in Boston, MA

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor