Robert Harmelin
Robert Harmelin is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 57 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
1801 North Military Trail, Suite 300, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 1998Customer Dispute
September 1998Other 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 StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations30 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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