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Robert Fairchild

Morgan Stanley
34 Years of Experience
Kerrville, TX
2 DisclosuresBroker
View SEC Summary
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Robert Fairchild is a registered investment advisor at Morgan Stanley, based in Kerrville, TX, with 34 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.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

1304 Junction Highway, Suite 300, Kerrville, TX, 78028

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2019
Denied
Customer Dispute
July 2001
Pending
View Full SEC ReportHow to Read Disclosures
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 · 17 yrs 4 mos
Morgan Stanley
June 2009 - Present · 17 yrs 4 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 Registrations19 states
ARCACOCTFLGAHIILLAMDMONCNYOKTXVAWAWIWY
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.
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