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Robert Trulock

42 Years of Experience
Madison, GA
Broker

Robert Trulock is a registered investment advisor at Morgan Stanley, based in Madison, GA, 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

124 West Jefferson Street, Madison, GA, 30650

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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 partner at PHR Partners, an agricultural business, since 1997 and spends minimal time on it. He is also the Vice Chair of the Madison Planing Commission and a Trustee/Co-Trustee for a trust since 2021, dedicating minimal time to each.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2003 - April 2007 · 4 yrs 3 mos
Morgan Stanley Dw INC.Broker
September 1983 - April 2007 · 23 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robert Trulock - Financial Advisor | TrueAdvisor