Robert Snow is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 26 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
2800 Post Oak Boulevard, 18th Floor, Houston, TX, 77056
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 2019Denied
Employment Separation After Allegations
October 2008Other Business Activities
Robert is involved in two estates in Kingwood, Texas, since March 2022. These activities are investment-related and require minimal time.
Employment History
Current Registrations
Morgan Stanley
January 2013 - Present · 13 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
October 2008 - June 2009 · 8 mos
UBS Financial Services INC.
September 2003 - November 2008 · 5 yrs 2 mos
UBS Financial Services INC.Broker
September 2003 - November 2008 · 5 yrs 2 mos
Morgan Stanley
December 2002 - September 2003 · 9 mos
Morgan Stanley Dw INC.Broker
December 2000 - September 2003 · 2 yrs 9 mos
Roan-Meyers Associates, LPBroker
January 2000 - December 2000 · 11 mos
Lcp Capital CORP.Broker
July 1999 - February 2000 · 7 mos
State Registrations38 states
ARAZCACOCTDCDEFLGAHIIDILINKSLAMAMDMEMIMNMTNCNHNJNVNYOHOKORPASCTNTXVAVTWAWIWV
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.