Robert Hanes is a registered investment advisor at Morgan Stanley, based in New York, NY, with 33 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
55 East 52nd Street, 10th Floor, New York, NY, 10055
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Regulatory History (4)
Customer Dispute
September 2016Customer Dispute
September 2011Customer Dispute
May 2008Customer Dispute
April 2008Other Business Activities
Robert is involved in a private mortgage family loan in Bellmore, New York, since September 2023. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
State Registrations39 states
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
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