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Keaton Deiter

Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Morgan StanleyJul 2026 to now
  2. LPL Financial LLCAug 2025 to Jul 2026
  3. American Bank and TrustJul 2025 to Jul 2026
  4. Morgan StanleyNov 2024 to Jun 2025
  5. J.P. Morgan Securities LLCMar 2022 to Nov 2024
  6. JPMorgan Chase Bank, N.A.Mar 2022 to Nov 2024
  7. JPMorgan ChaseApr 2021 to Feb 2022
  8. Wells FargoMar 2020 to Apr 2021
  9. Pacific SunwearAug 2019 to Feb 2020
  10. Lawrence and SchillerMay 2018 to Aug 2018
  11. University of South DakotaJan 2016 to Dec 2019
  12. Moccasin Creek Country ClubApr 2015 to Oct 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (SD, TX).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7516798
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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