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Sarah Keeshan

Morgan Stanley

Montgomeey, AL

Montgomery, AL

CRD 6833158

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-10
AL RA APPROVED 2023-06-30
  • TX RA
    APPROVED
    Since 2024-01-10
  • AL RA
    APPROVED
    Since 2023-06-30

Branch Locations

Montgomeey, AL • United States

7515 Halcyon Summit Drive, Montgomery, AL 36117 • 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
OrganizationCityStateFromTo
Morgan Stanley Montgomery AL 07/2017 Present
Usameribank Montgomery AL 02/2013 07/2017
  • 07/2017 → Present
    Morgan Stanley
    Montgomery, AL
  • 02/2013 → 07/2017
    Usameribank
    Montgomery, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-17
  • S66 Uniform Combined State Law Examination
    2023-05-17
Other Names
  • Sarah Keeshan Cofield

View on SEC IAPD

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