RF
RF

Robert Franchini

29 Years of Experience
Greenwich, CT
Broker

Robert Franchini is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, 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
Loading...

Location

One Fawcett Place, 3rd Floor, Greenwich, CT, 06830

Get directions

History

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 StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 2004 - June 2009 · 4 yrs 11 mos
Citigroup Global Markets INC.
July 2004 - June 2009 · 4 yrs 11 mos
UBS Financial Services INC.
April 2001 - August 2004 · 3 yrs 4 mos
UBS Financial Services INC.Broker
April 2001 - August 2004 · 3 yrs 4 mos
American Express Financial Advisors INC.Broker
September 1996 - April 2001 · 4 yrs 7 mos
Ids Life Insurance CompanyBroker
September 1996 - April 2001 · 4 yrs 7 mos
State Registrations42 states
AKALAZCACOCTDCDEFLGAHIIDILINKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPARISCTNTXUTVAVTWAWIWV
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.
Robert Franchini - Financial Advisor | TrueAdvisor