RB
RB
Richard Burns is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 27 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
3 Edison Drive, Alpharetta, GA, 30005
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Regulatory History (2)
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Customer Dispute
February 2019Closed-No Action
Customer Dispute
April 2017Closed-No Action
Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 10 mos
Morgan Stanley
September 2023 - Present · 2 yrs 10 mos
Morgan StanleyBroker
September 2023 - Present · 2 yrs 10 mos
Previous Registrations
E*trade Capital Management, LLC
July 2022 - September 2023 · 1 yr 2 mos
E*trade Securities LLCBroker
July 2022 - September 2023 · 1 yr 2 mos
Vanguard Advisers, INC.
October 2019 - July 2022 · 2 yrs 9 mos
Vanguard Marketing CorporationBroker
March 2004 - July 2022 · 18 yrs 4 mos
Charles Schwab & CO., INC.Broker
October 2003 - April 2004 · 6 mos
National Planning CorporationBroker
July 2002 - October 2003 · 1 yr 3 mos
Linsco/private Ledger CORP.Broker
November 2001 - May 2002 · 6 mos
Sunamerica Securities, INC.Broker
August 2000 - September 2001 · 1 yr 1 mo
Charles Schwab & CO., INC.Broker
July 1998 - August 2000 · 2 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.