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Robert Silver

31 Years of Experience
Wellesley, MA
1 DisclosureBroker

Robert Silver is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 31 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

112 Worcester Street, Wellesley, MA, 02481

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History

Regulatory History (1)
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Employment Separation After Allegations
April 1992
Employment History
Current Registrations
Morgan Stanley
July 2019 - Present · 7 yrs
Morgan StanleyBroker
July 2019 - Present · 7 yrs
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - June 2019 · 2 yrs 3 mos
Msi Financial Services, INC.Broker
November 2011 - March 2017 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - September 2010 · 11 mos
Banc of America Investment Services, INC.Broker
March 2007 - October 2009 · 2 yrs 7 mos
Banc of America Investment Services, INC.Broker
October 2004 - November 2006 · 2 yrs 1 mo
Quick & Reilly, INC.Broker
November 2003 - October 2004 · 11 mos
Lasalle St Securities, L.L.C.Broker
September 2001 - December 2001 · 3 mos
Eisner Securities, INC.Broker
November 1999 - October 2001 · 1 yr 11 mos
Olde Discount CorporationBroker
June 1992 - November 1999 · 7 yrs 5 mos
Lehman Brothers INC.Broker
July 1991 - May 1992 · 10 mos
Lehman Brothers INC.Broker
June 1990 - February 1991 · 8 mos
State Registrations41 states
ARAZCACOCTDCDEFLGAHIIDILINKSKYMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPARISCTNTXUTVAVTWAWIWV
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.
Robert Silver - Financial Advisor | TrueAdvisor