RW
CFP
RW
CFP
Robin Weintraub is a CFP-designated registered investment advisor at Morgan Stanley, based in Lawrenceville, NJ, with 39 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
1200 Lenox Drive, Suite 300, Lawrenceville, NJ, 08648
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 2 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Legg Mason Wood Walker, IncorporatedBroker
January 2006 - February 2006 · 1 mo
Citigroup Global Markets INC.Broker
October 1992 - June 2009 · 16 yrs 8 mos
Painewebber IncorporatedBroker
March 1988 - November 1992 · 4 yrs 8 mos
Oppenheimer & CO., INC.Broker
January 1988 - February 1988 · 1 mo
L. F. Rothschild & CO. IncorporatedBroker
February 1986 - February 1988 · 2 yrs
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.