RH
RH
Robert Harvie
35 Years of Experience
Winter Park, FL
2 DisclosuresBroker
Robert Harvie is a registered investment advisor at Morgan Stanley, based in Winter Park, FL, with 35 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
250 Park Avenue South, Suite 500, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2010Award / Judgment
Customer Dispute
July 2004Closed-No Action
Other Business Activities
Robert is a general limited partner and manager of Harvie Family Limited Partnership, which holds investments. He also owns/leases Winter Park Real Estate Holdings, LLC, spending minimal time on each activity outside of 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
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1990 - February 2009 · 18 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1990 - February 2009 · 18 yrs 2 mos
State Registrations47 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNVNYOHOKORPAPRRISCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.