Milo Cobb is a registered investment advisor at Morgan Stanley, based in Southlake, 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
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Location
1400 Civic Place, Suite 200, Southlake, TX, 76092
Get directionsHistory
Regulatory History (3)
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Customer Dispute
July 2009Denied
Customer Dispute
July 2008Settled
Customer Dispute
January 2003Denied
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
December 2002 - June 2009 · 6 yrs 6 mos
Citigroup Global Markets INC.Broker
December 2002 - June 2009 · 6 yrs 6 mos
Strategic Advisers INC.
October 1997 - December 2002 · 5 yrs 2 mos
Fidelity Brokerage Services LLCBroker
August 1993 - December 2002 · 9 yrs 4 mos
Financial Network Investment CorporationBroker
October 1992 - July 1993 · 9 mos
Equity Services, INC.Broker
August 1991 - October 1992 · 1 yr 2 mos
Ids Life Insurance CompanyBroker
July 1989 - June 1991 · 1 yr 11 mos
American Express Financial Advisors INC.Broker
July 1989 - June 1991 · 1 yr 11 mos
State Registrations31 states
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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.