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Andrew Robinson

39 Years of Experience
Omaha, NE
Broker

Andrew Robinson is a registered investment advisor at Morgan Stanley, based in Omaha, NE, 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

13625 California Street, Suite 400, Omaha, NE, 68154

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History

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.

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Other Business Activities

Andrew is a board member of the Jewish Federation of Omaha foundation and a member of its investment committee since 2010. This activity is investment-related and requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
April 2010 - Present · 16 yrs 1 mo
Morgan StanleyBroker
April 2010 - Present · 16 yrs 1 mo
Morgan Stanley
April 2010 - Present · 16 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
July 1997 - April 2010 · 12 yrs 9 mos
UBS Financial Services INC.Broker
July 1986 - April 2010 · 23 yrs 9 mos
State Registrations34 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.