Robert Reynolds is a registered investment advisor at Morgan Stanley, based in Mt. Pleasant, SC, with 38 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
Mt. Pleasant, SC
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
July 2018 - Present · 7 yrs 10 mos
Morgan Stanley
July 2018 - Present · 7 yrs 10 mos
Morgan StanleyBroker
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Olivetree Financial, LLCBroker
April 2016 - January 2017 · 9 mos
Convergex Execution Solutions LLCBroker
May 2014 - November 2014 · 6 mos
Rafferty Capital Markets, LLCBroker
February 2012 - April 2014 · 2 yrs 2 mos
Dahlman Rose & Company, LLCBroker
November 2010 - November 2011 · 1 yr
Icap Corporates LLCBroker
September 2008 - October 2010 · 2 yrs 1 mo
Jefferies & Company, INC.Broker
November 1986 - September 2008 · 21 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1985 - October 1986 · 1 yr 7 mos
Ids Marketing CorporationBroker
September 1984 - December 1984 · 3 mos
State Registrations20 states
ARAZCACOCTDCDEFLGAILMAMDNJNYOHPASCTXVAWA
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.