Robert Tholl is a registered investment advisor at Morgan Stanley, based in East Grand Rapids, MI, 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
East Grand Rapids, MI
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
March 2010 - Present · 16 yrs 4 mos
Morgan Stanley
March 2010 - Present · 16 yrs 4 mos
Morgan StanleyBroker
March 2010 - Present · 16 yrs 4 mos
Previous Registrations
J.p.morgan Securities INC.
October 2008 - April 2010 · 1 yr 6 mos
J.P. Morgan Securities INC.Broker
October 2008 - April 2010 · 1 yr 6 mos
J. P. Morgan Securities INC.
September 2006 - October 2008 · 2 yrs 1 mo
J.P. Morgan Securities INC.Broker
July 2006 - October 2008 · 2 yrs 3 mos
Jpmorgan Securities INC
June 1999 - September 2006 · 7 yrs 3 mos
Banc One Securities CorporationBroker
May 1999 - July 2006 · 7 yrs 2 mos
The Huntington Investment CompanyBroker
January 1999 - April 1999 · 3 mos
Prudential Securities IncorporatedBroker
March 1996 - November 1998 · 2 yrs 8 mos
State Registrations47 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.