RB
RB
Richard Bratincevic
34 Years of Experience
Pasadena, CA
2 DisclosuresBroker
Richard Bratincevic is a registered investment advisor at Morgan Stanley, based in Pasadena, CA, 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
55 South Lake Avenue Pasadena Towers - Tower II, Suite 700, Pasadena, CA, 91101
Get directionsHistory
Regulatory History (2)
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Customer Dispute
January 2004Denied
Customer Dispute
December 1999Denied
Other Business Activities
Richard is a sole proprietor/owner of a condo in Glendora, CA, since June 2021. He spends minimal time on administrative tasks related to this real estate investment 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.
July 1995 - June 2009 · 13 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
June 1991 - July 1993 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1991 - May 1991 · 2 mos
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.