Robert Harvie
Robert Harvie is a registered investment advisor at Morgan Stanley, based in Winter Park, FL, with 35 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
250 Park Avenue South, Suite 500, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2010Customer Dispute
July 2004Other 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
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations47 states
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
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