Angie Renee Keeley

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 01/2016 → 10/2023
  Morgan Stanley
  Cincinnati, OH
• 01/2016 → 10/2023
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 01/2024 → Present
  Stifel, Nicolaus & Company, Incorporated
  Cincinnati, OH

Previous Registrations

• 2016-03-08 → 2023-10-13
  Morgan Stanley
  Cincinnati, OH
  Cincinnati, OH
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

1. West Clermont Healthplex; 4101 Bach Buxton Road Batavia OH 45103; Fitness; Zumba Instructor; I will teach a Zumba class one evening per week; 05/20/2024; 8hrs/mth; Not during securities trading hours; Not Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2016-03-08
• S63 Uniform Securities Agent State Law Examination
  2007-06-04

Other Names

• Angie Renee Keeley
• Angie Renee Duncan