Keller O Casey
Investment adviser representative at Morgan Stanley
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Morgan StanleyJun 2023 to now
- Heritage Trust CompanyFeb 2023 to May 2023
- Full-time Education At the University of OklahomaAug 2022 to May 2023
- Gpg VenturesAug 2022 to Aug 2022
- Caddis Healthcare Real EstateJul 2022 to Jul 2022
- Spurs Sports & EntertainmentJun 2022 to Jul 2022
- Full-time Education At the University of OklahomaAug 2021 to May 2022
- Viceroy InvestmentsJun 2021 to Jun 2021
- Full-time Education At the University of OklahomaAug 2020 to May 2021
- Full-time Education At the University of OklahomaJul 2019 to May 2020
- Full-time Education At the Episcopal School of DallasAug 2011 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7732683
- Firm CRD
- 149777