UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
11yrs
Drew Koeller
Financial advisor at Morgan Stanley
Based in Dallas, Texas, Drew Koeller is a fiduciary financial advisor with 11 years of industry experience. Drew joined Morgan Stanley in 2026, after two years at J.P. Morgan Securities and a year at Charles Schwab & CO.. 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 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office2121 North Pearl Street Suite 500, Dallas, TX 75201
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2026 – nowMorgan StanleyCurrent firm
- Sep 2022 – May 2024J.P. Morgan Securities LLCPreviously
- Apr 2021 – Jul 2022Charles Schwab & CO., Inc.Previously
- 2016 – 2021The Huntington Investment CompanyPreviously
- Aug 2015 – Oct 2016J.P. Morgan Securities LLCPreviously
Questions to ask Drew
Tailored to Drew’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Drew
How do I contact Drew?
Call Morgan Stanley at (914) 225-5510 and ask for Drew Koeller. Drew works from the Dallas, TX office.
How long has Drew been a financial advisor?
Drew has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Drew hold?
Series 66. Tap any license on this page to see what it allows.
Is Drew a fiduciary?
Drew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Drew 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 Drew 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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