Robert Newsock is a registered investment advisor at Morgan Stanley, based in Beavercreek, OH, with 38 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
4380 Buckeye Lane, Suite 200, Beavercreek, OH, 45440
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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
January 2017 - Present · 9 yrs 4 mos
Morgan StanleyBroker
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 1997 - January 2017 · 19 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1997 - January 2017 · 19 yrs 9 mos
Prudential Securities IncorporatedBroker
September 1989 - February 1997 · 7 yrs 5 mos
Thomson Mckinnon Securities INC.Broker
July 1987 - September 1989 · 2 yrs 2 mos
State Registrations39 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.