RB
RB
Robert Best is a registered investment advisor at Morgan Stanley, based in Indianapolis, IN, with 28 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
111 Monument Circle, Suite 3100, Indianapolis, IN, 46204
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2002Settled
Other Business Activities
Robert is involved with a trust in Zionsville, Indiana, since June 2021. This investment-related activity requires minimal time both during and after business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
June 2001 - June 2009 · 8 yrs
Citigroup Global Markets INC.Broker
May 2001 - June 2009 · 8 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1997 - May 2001 · 3 yrs 11 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.