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Robb Wilner

29 Years of Experience
New York, NY
Broker

Robb Wilner is a registered investment advisor at Morgan Stanley, based in New York, NY, with 29 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

1585 Broadway, New York, NY, 10036

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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

Robb is a board member and owner of White Wave Graphics, where he performs bookkeeping activities, dedicating minimal time. He also works for the NJ Department of Developmental Disabilities and NJ Medical Assistance and Health Services as a caretaker, spending about half his time and about 10-20% of his time, respectively, outside of business hours.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan Stanley & CO. LLCBroker
November 2013 - Present · 12 yrs 6 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
June 2000 - June 2009 · 9 yrs
Dean Witter Reynolds INC.Broker
August 1999 - July 2000 · 11 mos
Dljdirect INC.Broker
June 1997 - May 1999 · 1 yr 11 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
March 1996 - June 1997 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robb Wilner - Financial Advisor | TrueAdvisor