Robert Woolf is a registered investment advisor at Morgan Stanley, based in Norwell, MA, 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
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Location
141 Longwater Drive, Suite 102, Norwell, MA, 02061
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2002Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2022 - Present · 4 yrs 1 mo
Morgan Stanley
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
December 2014 - June 2022 · 7 yrs 6 mos
J.P. Morgan Securities LLC
December 2014 - June 2022 · 7 yrs 6 mos
UBS Financial Services INC.
November 2008 - December 2014 · 6 yrs 1 mo
UBS Financial Services INC.Broker
November 2008 - December 2014 · 6 yrs 1 mo
Morgan Stanley & CO. Incorporated
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley
September 2006 - April 2007 · 7 mos
Morgan Stanley Dw INC.Broker
February 2005 - April 2007 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
March 1996 - March 2005 · 9 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1989 - March 1996 · 6 yrs 6 mos
J. T. Moran & CO., INC.Broker
October 1988 - September 1989 · 11 mos
State Registrations27 states
ALAZCACOCTDCFLGAILMAMEMINCNHNJNMNVNYOHORPARISCTXVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.