RM
RM

Robert Murray

36 Years of Experience
Houston, TX
Broker

Robert Murray is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 36 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

2800 Post Oak Boulevard, Suite 3200, Houston, TX, 77056

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 serves as a trustee or co-trustee for multiple trusts, some investment-related, since 2018. He also acts as an executor for an estate since 2019, dedicating minimal time to these activities.

Employment History
Current Registrations
Morgan Stanley
January 2010 - Present · 16 yrs 4 mos
Morgan StanleyBroker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
August 2000 - January 2010 · 9 yrs 5 mos
UBS Financial Services INC.Broker
August 2000 - January 2010 · 9 yrs 5 mos
J.C. Bradford & CO.Broker
December 1998 - August 2000 · 1 yr 8 mos
Dain Rauscher IncorporatedBroker
March 1998 - December 1998 · 9 mos
Dain Rauscher IncorporatedBroker
January 1998 - March 1998 · 2 mos
Rauscher Pierce Refsnes, INC.Broker
March 1990 - January 1998 · 7 yrs 10 mos
State Registrations40 states
AKARAZCACODCFLGAHIIAIDILINKSKYLAMAMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPASCTNTXUTVAVTWA
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.