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Robert Townsend is a registered investment advisor at Morgan Stanley, based in Roseville, CA, 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
1478 Stone Point Drive, Suite 500, Roseville, CA, 95661
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2004Settled
Other Business Activities
Robert coaches girls softball and is a baseball assistant coach for Rocklin USD since 2008, dedicating minimal time. He also creates websites for high school sports tournaments since 2004, spending a few hours per week on this activity.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
October 1993 - April 2007 · 13 yrs 6 mos
Morgan Stanley Dw INC.Broker
February 1985 - April 2007 · 22 yrs 2 mos
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.