My Story

My love affair with Investing all started at age 12 when I took my summer earnings and dragged my Mom to the local brokerage office to invest in my first Stock. That led to a degree in Finance, a CPA (Non-Practicing at Morgan Stanley) and then to my current career. So now, after 30 years on the street, the passion continues! My clients are long term, conservative investors with north of $2,000,000 in Assets, who want to be, or to stay, financially independent. My process is simple and straightforward. If this sounds like a good fit for you, please feel free to contact myself, or my Assistant Monique, to arrange an introductory meeting to explore the possibility of our working together.
Securities Agent: TX, CA, WA, VA, UT, SC, PA, OR, NY, NV, NJ, NH, NC, MT, MO, MN, MI, MD, MA, KS, IL, ID, IA, GA, FL, DC, CT, CO, AZ, AR; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education and Licensing
  • Bachelor of Science, 1981 Business University of California - Berkeley Berkeley, CA
  • Certified Public Accountant, 1984 California
  • Series 3, 1985 Commodities Exam California
  • Series 63, 1985 Uniform State Exam California
  • Series 7, 1984 NYSE/NASD General Securities California

Client Service Team

  • Monique H. Bogdan
    Bachelor of Science - Industrial Engineering, 1987
    San Jose State University
    San Jose, CA
    Registered Associate, 1995
    Series 66 - Combined Investment Advisory Agent & Uniform State Exam
    Series 7 - General Securities Representative
    Series 63 - Uniform State Exam
    Series 3 - National Commodity Futures
    1995 - present: Morgan Stanley*
    Registered Associate
    1987 - 1995: Critikon, Inc.
    Industrial Engineer


555 California St, 35th
San Francisco, CA 94104
(415) 984-6641(415) 984-6641
(800) 289-9060(800) 289-9060
(415) 984-6596(415) 984-6596
Investment and Market Perspectives

On the Markets

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Ready to start a conversation? Contact Keith A. Briar today.
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