Robert Berry is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 41 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
101 West Broadway, Suite 1800, San Diego, CA, 92101
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 1993Other Business Activities
Robert owns rental property in Incline Village, NV since 2013, dedicating minimal time outside of business hours. He is also a board member and on the investment committee for the San Diego Downtown Breakfast Rotary Club Foundation, spending a few hours per week on administrative and accounting tasks.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Prudential-Bache Securities INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Jeramy LarsonMorgan Stanley
- Thomas SeidelMorgan Stanley
- Fredric BaylesMorgan Stanley
- Kimberly Guha, CFPMorgan Stanley
- Scott AustinMorgan Stanley
- Keith SippyMorgan Stanley