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Robert Reckinger
39 Years of Experience
Newport Beach, CA
1 DisclosureBroker
Robert Reckinger is a registered investment advisor at Morgan Stanley, based in Newport Beach, CA, 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
800 Newport Center Drive, Suite 500, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2025Denied
Employment History
Current Registrations
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Morgan Stanley
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2012 - April 2023 · 11 yrs 3 mos
UBS Financial Services INC.
January 2012 - April 2023 · 11 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1994 - January 2012 · 17 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1987 - January 2012 · 24 yrs 1 mo
Pml Securities CompanyBroker
February 1987 - June 1988 · 1 yr 4 mos
State Registrations22 states
AZCACOCTDEFLGAIDILINMAMINCNJNMNVNYRISCTXVAVT
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.