UBS Financial Services
47yrs
Top advisor by experience in Pasadena
33yrs
Roger McKee is a fiduciary financial advisor in Pasadena, California, with 33 years in the industry. Roger joined Morgan Stanley in 2009, after 12 years at Citigroup Global Markets. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience in Pasadena
Office55 South Lake Avenue Pasadena Towers - Tower II Suite 700, Pasadena, CA 91101
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMorgan StanleyCurrent firm
- 1997 – 2009Citigroup Global Markets Inc.Previously
Questions to ask Roger
Tailored to Roger’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Roger
How do I contact Roger?
Call Roger’s local office at (818) 409-0737 or the Morgan Stanley main office at (914) 225-5510, and ask for Roger McKee.
How long has Roger been a financial advisor?
Roger has been in the industry since 1993, about 33 years. Top 11% by experience in Pasadena.
What licenses does Roger hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Roger a fiduciary?
Roger is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Roger paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Roger for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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