Robert Bancroft is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, 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.
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Location
Scottsdale, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert manages Hakuna Matata Investors, LLC, a personal holding company for his son's UTMA proceeds, since 2014. He is also an owner and instructor at Global WMI, LLC, spending a few hours per week, and is involved with ASU Extension, dedicating minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
Olde Discount CorporationBroker
Asquith, Alexa and Company INC.Broker
Olde Discount CorporationBroker
State Registrations40 states
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