RC
RC

Robert Chaykin

42 Years of Experience
Los Gatos, CA
Broker

Robert Chaykin is a registered investment advisor at Morgan Stanley, based in Los Gatos, CA, with 42 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

16000 Los Gatos Boulevard, Los Gatos, CA, 95032

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is a board member of the Jewish Community Relations Council of the Jewish Federation of Silicon Valley. He also serves on the advisory board for the Santa Clara County Human Rights Commission and on the investment committee for Jewish Silicon Valley, dedicating minimal time to each.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
October 2007 - June 2009 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
October 2007 - June 2009 · 1 yr 8 mos
Wells Fargo Investments, LLCBroker
January 2006 - October 2007 · 1 yr 9 mos
Wells Fargo Investments, LLC
January 2006 - October 2007 · 1 yr 9 mos
Citicorp Investment ServicesBroker
August 2004 - September 2005 · 1 yr 1 mo
Citicorp Investment Services
August 2004 - September 2005 · 1 yr 1 mo
Citigroup Global Markets INC.
October 2000 - August 2004 · 3 yrs 10 mos
Citigroup Global Markets INC.Broker
February 1998 - August 2004 · 6 yrs 6 mos
Zweig Securities CORP.Broker
February 1991 - February 1998 · 7 yrs
Polaris Securities CorporationBroker
July 1988 - March 1991 · 2 yrs 8 mos
Equitec Securities CompanyBroker
March 1983 - June 1988 · 5 yrs 3 mos
State Registrations22 states
AZCACOFLGAHIIDILMAMIMONCNJNVNYOHORPATNTXVirgin IslandsWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.