RH
RH
Robert Harmelin
57 Years of Experience
Boca Raton, FL
2 DisclosuresBroker
Robert Harmelin is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 57 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
1801 North Military Trail, Suite 300, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (2)
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Customer Dispute
November 1998Settled
Customer Dispute
September 1998Denied
Other Business Activities
Robert is involved with two trusts in Boca Raton, Florida, one since 1996 and the other since 2012. He dedicates minimal time to these activities.
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 1993 - June 2009 · 15 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
April 1985 - July 1993 · 8 yrs 3 mos
E. F. Hutton & Company INCBroker
October 1968 - April 1988 · 19 yrs 6 mos
State Registrations28 states
ALAZCACTDEFLGAIAILKYLAMAMDMEMOMTNHNJNMNVNYOHPARISCTXVAWA
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.