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Robert Long
33 Years of Experience
Hilton Head Island, SC
1 DisclosureBroker
Robert Long is a registered investment advisor at Morgan Stanley, based in Hilton Head Island, SC, with 33 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
600 Main Street, Hilton Head Island, SC, 29926
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2008Denied
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 · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 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
ARAZCACOCTDCDEFLGAHIIAILINKYLAMAMDMIMNMOMSNCNHNJNMNYOHOKORPASCTNTXUTVAWAWI
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.