RB
RB
Robert Berryhill is a registered investment advisor at Morgan Stanley, based in Leawood, KS, 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
11161 Overbrook Road, Suite 225, Leawood, KS, 66211
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Regulatory History (4)
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Customer Dispute
September 2001Settled
Customer Dispute
April 1999Settled
Regulatory
March 1992Final
Regulatory
August 1987Final
Other Business Activities
Robert owns a vacation rental property in Cabo San Lucas. He spends minimal time on this activity, managing it outside of office hours.
Employment History
Current Registrations
Morgan Stanley
September 2010 - Present · 15 yrs 8 mos
Morgan StanleyBroker
August 2010 - Present · 15 yrs 9 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - August 2010 · 2 yrs 7 mos
Wells Fargo Advisors, LLCBroker
January 2008 - August 2010 · 2 yrs 7 mos
A. G. Edwards & Sons, INC.
December 1997 - January 2008 · 10 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
October 1990 - January 2008 · 17 yrs 3 mos
Prudential-Bache Securities INC.Broker
September 1989 - October 1990 · 1 yr 1 mo
Thomson Mckinnon Securities INC.Broker
January 1986 - September 1989 · 3 yrs 8 mos
Investacorp, INC.Broker
June 1985 - January 1986 · 7 mos
First Investors CorporationBroker
April 1985 - July 1985 · 3 mos
First Investors CorporationBroker
June 1984 - October 1984 · 4 mos
State Registrations28 states
ARAZCACOCTFLGAHIIAILKSKYLAMDMIMNMOMTNCNJNYOKPASCTXUTWAWI
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.