RB
RB
Robert Burbank
42 Years of Experience
San Francisco, CA
1 DisclosureBroker
Robert Burbank is a registered investment advisor at Morgan Stanley, based in San Francisco, 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
555 California Street, Pwm, San Francisco, CA, 94104
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Regulatory History (1)
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Customer Dispute
March 2006Settled
Other Business Activities
Robert serves on the advisory board for the National Center for Ecological Analysis & Synthesis (NCEAS), a non-profit organization. He spends minimal time on business development, growth, and marketing for them.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2009 - June 2009 · 2 mos
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
UBS Financial Services INC.
July 2002 - May 2009 · 6 yrs 10 mos
UBS Financial Services INC.Broker
July 2002 - May 2009 · 6 yrs 10 mos
Banc of America Securities LLC
May 2000 - July 2002 · 2 yrs 2 mos
Banc of America Securities LLCBroker
October 1997 - July 2002 · 4 yrs 9 mos
Montgomery SecuritiesBroker
March 1996 - October 1997 · 1 yr 7 mos
Painewebber IncorporatedBroker
January 1995 - March 1996 · 1 yr 2 mos
Kidder, Peabody & CO. IncorporatedBroker
November 1986 - January 1995 · 8 yrs 2 mos
Shearson Lehman Brothers INC.Broker
September 1983 - November 1986 · 3 yrs 2 mos
State Registrations42 states
ALARAZCACOCTDCDEFLGAHIIDILINKSKYMAMDMEMNMOMTNCNHNJNMNVNYOHOKORPASCSDTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth
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
No exam information available for this advisor.