Keith Arthur Robel

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

• 06/2009 → Present
  Morgan Stanley
  Sheboygan, WI
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Sheboygan, WI

Other Businesses

*55007- Pine Hills Country Club; Investment related-No; Sheboygan, Wisconsin; Private Country Club; Finance Committee, Course Improvement Committee (proprietor, partner, officer, director, employee, trustee, agent); 04/2011; During business hours: 0; After business hours: 4; Business Development/Growth *608521 - Lake Country Academy; Investment Related - No; Sheboygan, Wisconsin; Education; Board Member, Finance Committee(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2024; During Business Hours: 0; After Business Hours: 4; On Finance we will look at the general cash flow needs to the organization including operations and capital planning. On the Board of Directors we will look at the governance and long term strategy of the school.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-22
• S63 Uniform Securities Agent State Law Examination
  1999-05-04

Other Names

• Keith Arthur Robel
• Keith Arthur Robel