RM
RM

Robert Millner

41 Years of Experience
Clayton, MO
1 DisclosureBroker

Robert Millner is a registered investment advisor at Morgan Stanley, based in Clayton, MO, with 41 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

7733 Forsyth Boulevard, Suite 2100, Clayton, MO, 63105

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History

Regulatory History (1)
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Customer Dispute
February 2009
Denied
Other Business Activities

Robert is a limited partner in Celero Energy, an energy exploration company based in Fort Worth, TX.

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
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
UBS Financial Services INC.Broker
August 1993 - January 2009 · 15 yrs 5 mos
UBS Financial Services INC.
August 1993 - January 2009 · 15 yrs 5 mos
Smith Barney Shearson INC.Broker
July 1993 - August 1993 · 1 mo
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
E. F. Hutton & Company INCBroker
April 1984 - February 1988 · 3 yrs 10 mos
State Registrations41 states
ALARAZCACOCTDCFLGAHIIAIDILINKSLAMAMDMEMIMNMOMTNCNENJNMNVNYOHOKORPASCSDTNTXUTVAWAWI
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.