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Robert Thomason

27 Years of Experience
Los Angeles, CA
Broker

Robert Thomason is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, 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

1999 Avenue of the Stars, Suite 2400, Los Angeles, CA, 90067

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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

Robert is a partner in KLT LLC, which invests in private companies, since 2008. He also has an investment-related trust in Pacific Palisades, California, established in 2022, and spends no time on these activities.

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.
May 2008 - June 2009 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
May 2008 - June 2009 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1999 - May 2008 · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1999 - May 2008 · 8 yrs 10 mos
Painewebber IncorporatedBroker
October 1998 - May 1999 · 7 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robert Thomason - Financial Advisor | TrueAdvisor