RB
RB
Robert Bachelder is a registered investment advisor at Morgan Stanley, based in Boston, MA, 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
28 State Street 26th Floor, Boston, MA, 02110
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Regulatory History (1)
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Customer Dispute
November 2002Denied
Other Business Activities
Robert is a manager/member of 137 Larch Row, LLC, a real estate company, since 2016. He also owns a ski vacation rental unit since 1999; neither activity requires any time during or after business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
January 2008 - June 2009 · 1 yr 5 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
April 1998 - April 2007 · 9 yrs
Painewebber IncorporatedBroker
January 1995 - May 1998 · 3 yrs 4 mos
Kidder, Peabody & CO. IncorporatedBroker
August 1994 - January 1995 · 5 mos
State Registrations37 states
AKALAZCACOCTDCFLGAHIIAIDILKYLAMAMDMEMIMNMONCNHNJNMNYOHORPARISCTXUTVAVTWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.