RF
RF
Robert Fairchild
33 Years of Experience
Kerrville, TX
2 DisclosuresBroker
Robert Fairchild is a registered investment advisor at Morgan Stanley, based in Kerrville, TX, with 33 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
1304 Junction Highway, Suite 300, Kerrville, TX, 78028
Get directionsHistory
Regulatory History (2)
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Customer Dispute
September 2019Denied
Customer Dispute
July 2001Pending
Other Business Activities
Robert serves as a trustee or co-trustee for a trust since December 2021, making investment decisions and providing advice. This activity is not insurance-related and takes minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2001 - April 2007 · 6 yrs
Morgan Stanley Dw INC.Broker
April 2001 - April 2007 · 6 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1995 - April 2001 · 5 yrs 5 mos
Prudential Securities IncorporatedBroker
April 1992 - December 1995 · 3 yrs 8 mos
State Registrations18 states
ARCACOCTFLGAHIILLAMDMONCNYOKTXVAWAWI
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.