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Robert Whittington
30 Years of Experience
Orlando, FL
1 DisclosureBroker
Robert Whittington is a registered investment advisor at Morgan Stanley, based in Orlando, FL, with 30 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
201 East Pine Street 11th Floor, Orlando, FL, 32801
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2004Settled
Other Business Activities
Robert owns real estate through LBJ of Marion County LLC since 2015. The filing indicates this activity is investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
January 2026 - Present · 4 mos
Morgan Stanley
January 2026 - Present · 4 mos
Previous Registrations
UBS Financial Services INC.
March 2009 - January 2026 · 16 yrs 10 mos
UBS Financial Services INC.Broker
February 2009 - January 2026 · 16 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - March 2009 · 1 yr 11 mos
Morgan Stanley & CO. Incorporated
April 2007 - March 2009 · 1 yr 11 mos
Morgan Stanley
October 1995 - April 2007 · 11 yrs 6 mos
Morgan Stanley Dw INC.Broker
October 1995 - April 2007 · 11 yrs 6 mos
State Registrations33 states
ALARAZCACOCTFLGAIAILINKSKYLAMAMDMIMONCNHNJNVNYOHOKORPASCTNTXVAWAWI
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.