RM
RM

Robert Myers

26 Years of Experience
New York, NY
1 DisclosureBroker

Robert Myers is a registered investment advisor at Morgan Stanley, based in New York, NY, 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
Loading...

Location

55 East 52nd Street, 7th Floor, New York, NY, 10055

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2004
Denied
Employment History
Current Registrations
Morgan StanleyBroker
April 2015 - Present · 11 yrs 1 mo
Morgan Stanley
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
Barclays Capital INC.
March 2009 - May 2015 · 6 yrs 2 mos
Barclays Capital INC.Broker
September 2008 - May 2015 · 6 yrs 8 mos
Lehman Brothers INC.
February 2008 - October 2008 · 8 mos
Lehman Brothers INC.Broker
October 1999 - September 2008 · 8 yrs 11 mos
State Registrations18 states
AKALCACTDCDEFLGAILMAMDNJNYORPASCTXVA
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.