RL
RL

Robert Lord

42 Years of Experience
Los Angeles, CA
Broker

Robert Lord is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 42 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 participating member of KLT LLC, a technology company, since 2022. He also serves on the Finance Committee for the Jonathan Club, a social and recreational organization, dedicating minimal time outside of 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.
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 IncorporatedBroker
October 1999 - May 2008 · 8 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1983 - May 2008 · 24 yrs 8 mos
State Registrations38 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.