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Robert Long

Morgan Stanley
34 Years of Experience
Hilton Head Island, SC
1 DisclosureBroker
View SEC Summary
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Robert Long is a registered investment advisor at Morgan Stanley, based in Hilton Head Island, SC, with 34 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

600 Main Street, Hilton Head Island, SC, 29926

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History

Regulatory History (1)
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
December 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert serves as a power of attorney in Charlotte, North Carolina. This investment-related activity requires minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 4 mos
Morgan Stanley
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
May 2009 - June 2009 · 1 mo
Morgan Stanley & CO. IncorporatedBroker
December 2008 - June 2009 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2004 - January 2009 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2004 - January 2009 · 4 yrs 3 mos
Melhado, Flynn & Associates, INC.Broker
February 2003 - October 2004 · 1 yr 8 mos
Nationsbanc Investments, INC.Broker
January 1998 - January 1999 · 1 yr
NationssecuritiesBroker
June 1996 - January 1998 · 1 yr 7 mos
First Union Brokerage Services, INC.Broker
September 1992 - June 1996 · 3 yrs 9 mos
American Express Financial Advisors INC.Broker
April 1992 - September 1992 · 5 mos
Ids Life Insurance CompanyBroker
April 1992 - September 1992 · 5 mos
Shearson Lehman Hutton INC.Broker
July 1988 - April 1990 · 1 yr 9 mos
John Hancock Distributors, INC.Broker
November 1986 - July 1988 · 1 yr 8 mos
E. F. Hutton & Company INCBroker
April 1986 - October 1986 · 6 mos
State Registrations37 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.
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