RF
RF

Robert Fox

37 Years of Experience
Perrysburg, OH
Broker

Robert Fox is a registered investment advisor at Morgan Stanley, based in Perrysburg, OH, with 37 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
Loading...

Location

6250 Levis Common Blvd, Perrysburg, OH, 43551

Get directions

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.

Learn about disclosures →
Other Business Activities

Robert owns rental properties and is the owner of Matheson Holdings, LLC. He is also a board member and treasurer for Warriors & Quiet Waters Foundation, providing guidance and support to combat-wounded veterans.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
December 2006 - June 2009 · 2 yrs 6 mos
Citigroup Global Markets INC.Broker
December 2006 - June 2009 · 2 yrs 6 mos
Mcdonald Investments INC.
September 2005 - December 2006 · 1 yr 3 mos
Mcdonald Investments INC.Broker
January 2001 - December 2006 · 5 yrs 11 mos
Dean Witter Reynolds INC.Broker
October 1993 - January 2001 · 7 yrs 3 mos
Painewebber IncorporatedBroker
September 1988 - October 1993 · 5 yrs 1 mo
State Registrations49 states
ALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.