RD
RD

Robert Duenner

41 Years of Experience
Tulsa, OK
Broker

Robert Duenner is a registered investment advisor at Morgan Stanley, based in Tulsa, OK, 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

2200 South Utica Place, Suite 500, Tulsa, OK, 74114

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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 involved in several partnerships and LLCs, primarily focused on real estate, investment management, and steel manufacturing. He dedicates minimal time to these activities.

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. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 2002 - April 2007 · 4 yrs 5 mos
Morgan Stanley Dw INC.Broker
April 1984 - April 2007 · 23 yrs
State Registrations24 states
ARAZCACOCTFLGAHIIDKSMAMIMONCNENYOKORTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.