Robert O'neil is a registered investment advisor at Morgan Stanley, based in Omaha, NE, 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
13625 California Street, Suite 400, Omaha, NE, 68154
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Regulatory History (1)
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Customer Dispute
May 2000Denied
Other Business Activities
Robert is involved with the Aidan ONeil Foundation for the Prevention of Childhood Cancer, a non-profit education and research organization. He is also a board member for Education Rights Counsel, dedicating minimal time to each activity.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 2007 - June 2009 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - April 2007 · 0 mos
Morgan Stanley & CO., Incorporated
April 2007 - April 2007 · 0 mos
Morgan Stanley
May 1999 - April 2007 · 7 yrs 11 mos
Morgan Stanley Dw INC.Broker
December 1994 - April 2007 · 12 yrs 4 mos
Piper Jaffray INC.Broker
October 1984 - December 1994 · 10 yrs 2 mos
State Registrations23 states
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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.