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Robert Tamarkin

31 Years of Experience
Atlanta, GA
Broker

Robert Tamarkin is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 31 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

3280 Peachtree Road Northeast, Suite 2000, Pwm, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is the trustee for the Jerry P. Tamarkin Trust, managing his father's assets since 2020. He controls investment decisions and asset distribution for the trust.

Employment History
Current Registrations
Morgan StanleyBroker
December 2025 - Present · 7 mos
Morgan Stanley
December 2025 - Present · 7 mos
Previous Registrations
Elevation Point Wealth Partners, LLC
August 2024 - January 2026 · 1 yr 5 mos
UBS Financial Services INC.
July 2006 - July 2024 · 18 yrs
UBS Financial Services INC.Broker
June 2006 - July 2024 · 18 yrs 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
February 2001 - June 2006 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1994 - June 2006 · 11 yrs 7 mos
La Jolla Capital CorporationBroker
May 1994 - September 1994 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.