RG
RG
Robert Gilson is a registered investment advisor at Morgan Stanley, based in Montecito, 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
1111 Coast Village Road, Montecito, CA, 93108
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Regulatory History (2)
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Judgment / Lien
May 2023Customer Dispute
June 1999Settled
Other Business Activities
Robert is involved in numerous real estate ventures, including ownership and management of several LLCs and partnerships. These activities involve strategic long-term planning and property management, generally requiring minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
June 2012 - Present · 14 yrs 1 mo
Morgan StanleyBroker
June 2012 - Present · 14 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2000 - June 2012 · 12 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2000 - June 2012 · 12 yrs 3 mos
Prudential Securities IncorporatedBroker
January 1987 - March 2000 · 13 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1983 - January 1987 · 3 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.