Robert Winston is a registered investment advisor at Morgan Stanley, based in Carlsbad, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
5796 Armada Drive, Suite 200, Carlsbad, CA, 92008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a board member for the Selective Service System, appointed by the President, dedicating minimal time outside business hours. Robert also owns rental property in Carlsbad, California, since June 2020.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
First Wall Street CORP.Broker
Tmg Securities, INC.Broker
State Registrations21 states
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