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Robert Runkle

43 Years of Experience
Inlet Beach, FL
Broker

Robert Runkle is a registered investment advisor at Morgan Stanley, based in Inlet Beach, FL, with 43 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

Inlet Beach, FL

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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 serves as power of attorney and trustee for multiple trusts, and is a board member on the investment committee for the Montgomery Museum of Fine Arts. These activities require minimal time.

Employment History
Current Registrations
Morgan Stanley
February 2021 - Present · 5 yrs 3 mos
Morgan Stanley
February 2021 - Present · 5 yrs 3 mos
Morgan StanleyBroker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 1984 - February 2021 · 36 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1983 - February 2021 · 37 yrs 11 mos
State Registrations31 states
ALAZCACOCTDCDEFLGAHIILINKSKYLAMONCNENHNJNVNYOHORPASCTNTXVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.