Searle & Co.
47yrs
Top advisor by experience in Greenwich
29yrs
Gregory Keefer has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Greenwich, Connecticut. After a year at Citigroup Global Markets and two years at Clearbridge Investments, Gregory joined Morgan Stanley in 2009, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 659 advisors with offices in Greenwich, and one of 618 fiduciaries.
At a glance
Experience29 years (since 1998)
How that compares ?Top 19% by experience nationwide
OfficeOne Fawcett Place 3rd Floor, Greenwich, CT 06830
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
- Apr 2008 – Jun 2009Citigroup Global Markets Inc.Previously
- 2006 – 2008Clearbridge Investments, LLCPreviously
Questions to ask Gregory
Tailored to Gregory’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 Gregory
How do I contact Gregory?
Call Morgan Stanley at 914-225-5510 and ask for Gregory Keefer. Gregory works from the Greenwich, CT office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 1998, about 29 years. Top 19% by experience nationwide.
What licenses does Gregory hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory 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 Gregory 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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