RL
RL

Robert Loughlin

34 Years of Experience
Middleton, MA
Broker

Robert Loughlin is a registered investment advisor at Morgan Stanley, based in Middleton, MA, with 34 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

35 Village Road, Suite 601, Middleton, MA, 01949

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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 freelance guitarist, dedicating minimal time to this activity. He is also a member of the board of directors for his condominium and a member of several LLCs related to rental properties.

Employment History
Current Registrations
Morgan Stanley
June 2024 - Present · 1 yr 11 mos
Morgan StanleyBroker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
UBS Financial Services INC.
July 2007 - June 2024 · 16 yrs 11 mos
UBS Financial Services INC.Broker
May 2007 - June 2024 · 17 yrs 1 mo
Citigroup Global Markets INC.Broker
July 1993 - May 2007 · 13 yrs 10 mos
Lehman Brothers INC.Broker
November 1992 - July 1993 · 8 mos
Barrett Day Securities, INC.Broker
April 1991 - November 1992 · 1 yr 7 mos
State Registrations21 states
CACTDEFLGAILINMAMINCNHNJNMNYPARITNTXUTVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.