Rollins Rubsamen is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, with 32 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
Loading...
Location
7600 Broadway, Suite 100, San Antonio, TX, 78209
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
November 2010 - Present · 15 yrs 6 mos
Morgan Stanley
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
The Quantitative Group, L.P.
September 2005 - December 2011 · 6 yrs 3 mos
Wfg Investments, INC.Broker
July 2004 - November 2010 · 6 yrs 4 mos
Wfg Advisors, LP
July 2004 - November 2010 · 6 yrs 4 mos
Citigroup Global Markets INC.
July 1996 - July 2004 · 8 yrs
Citigroup Global Markets INC.Broker
July 1996 - July 2004 · 8 yrs
Frost Brokerage Services, INC.Broker
July 1995 - August 1996 · 1 yr 1 mo
Howard, Weil, Labouisse, Friedrichs INC.Broker
April 1992 - June 1994 · 2 yrs 2 mos
State Registrations33 states
AKAZCACOCTDCDEFLGAHIIDILKYLAMAMIMOMTNCNENHNJNMNYOHORPASCTNTXVAWAWY
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.