RF
RF

Robert Friedman

29 Years of Experience
Lutherville, MD
Broker

Robert Friedman is a registered investment advisor at Morgan Stanley, based in Lutherville, MD, with 29 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

2330 West Joppa Road, Suite 255, Lutherville, MD, 21093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is a board member for the Maryland Board of Football Officials, spending about a quarter of his time on this activity. He is also an associate travel agent arranging travel vacations, dedicating a few hours per week after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
March 2006 - June 2009 · 3 yrs 3 mos
Citigroup Global Markets INC.Broker
March 2006 - June 2009 · 3 yrs 3 mos
Legg Mason Wood Walker INC
August 2000 - December 2005 · 5 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
December 1995 - December 2005 · 10 yrs
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robert Friedman - Financial Advisor | TrueAdvisor