Robert Hoy is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 31 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
28 State Street 26th Floor, Boston, MA, 02109
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Regulatory History (1)
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Customer Dispute
April 2000Denied
Other Business Activities
Robert is a manager member of Hoy Family LLC, which owns a vacation home in Jackson, NH. He is responsible for management and bill pay.
Employment History
Current Registrations
Morgan StanleyBroker
March 2025 - Present · 1 yr 2 mos
Morgan Stanley
March 2025 - Present · 1 yr 2 mos
Previous Registrations
UBS Financial Services INC.
October 2008 - April 2025 · 16 yrs 6 mos
UBS Financial Services INC.Broker
October 2008 - April 2025 · 16 yrs 6 mos
Barclays Capital INC.Broker
September 2008 - November 2008 · 2 mos
Lehman Brothers INC.
February 2008 - October 2008 · 8 mos
Lehman Brothers INC.Broker
May 1994 - September 2008 · 14 yrs 4 mos
State Registrations21 states
AZCACOCTDCDEFLILMAMDMEMIMONCNHNJNYPARITXVA
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.