RF
RF
Richard Fitzburgh
44 Years of Experience
New York, NY
1 DisclosureBroker
Richard Fitzburgh is a registered investment advisor at Morgan Stanley, based in New York, NY, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
55 East 52nd Street, 12th Floor, New York, NY, 10055
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2008Settled
Other Business Activities
Richard is the founder of the Foundation for Gender Equality and Women's Empowerment, a private foundation. He spends about 10-20% of his time fundraising for the foundation after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
May 2021 - Present · 5 yrs
Morgan Stanley
May 2021 - Present · 5 yrs
Previous Registrations
RBC Capital Markets, LLCBroker
September 2008 - June 2021 · 12 yrs 9 mos
RBC Capital Markets, LLC
September 2008 - June 2021 · 12 yrs 9 mos
UBS Financial Services INC.
May 2008 - September 2008 · 4 mos
UBS Financial Services INC.Broker
March 1995 - September 2008 · 13 yrs 6 mos
Prudential Securities IncorporatedBroker
June 1989 - March 1995 · 5 yrs 9 mos
Shearson Lehman Hutton INC.Broker
February 1988 - July 1989 · 1 yr 5 mos
E. F. Hutton & Company INCBroker
January 1982 - February 1988 · 6 yrs 1 mo
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.