RB
RB
Reuben Birnbaum is a registered investment advisor at Morgan Stanley, based in Melville, NY, with 40 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
58 South Service Road, Suite 400, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2002Settled
Other Business Activities
Reuben is the sole proprietor/owner/partner of BWM Holdings LLC, a real estate investment firm, spending minimal time on it. He also serves as a trustee/co-trustee for a trust, dedicating minimal time to this role as well.
Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 4 mos
Morgan StanleyBroker
March 2014 - Present · 12 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLC
August 2009 - March 2014 · 4 yrs 7 mos
Wells Fargo Advisors, LLCBroker
January 2009 - March 2014 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2000 - January 2009 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2000 - January 2009 · 8 yrs 5 mos
Prudential Securities IncorporatedBroker
April 1998 - August 2000 · 2 yrs 4 mos
Painewebber IncorporatedBroker
January 1995 - April 1998 · 3 yrs 3 mos
Kidder, Peabody & CO. IncorporatedBroker
January 1994 - January 1995 · 1 yr
Smith Barney Shearson INC.Broker
May 1990 - January 1994 · 3 yrs 8 mos
Cowen & CO.Broker
August 1986 - May 1990 · 3 yrs 9 mos
Laidlaw Adams & Peck INC.Broker
November 1985 - August 1986 · 9 mos
Bear, Stearns & CO.Broker
June 1985 - October 1985 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.