RB
RB

Robert Berryhill

41 Years of Experience
Leawood, KS
4 DisclosuresBroker

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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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2001
Settled
Customer Dispute
April 1999
Settled
Regulatory
March 1992
Final
Regulatory
August 1987
Final
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.
Robert Berryhill - Financial Advisor | TrueAdvisor