RM
RM

Robert Moore

24 Years of Experience
Dallas, TX
Broker

Robert Moore is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 24 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

2121 North Pearl Street, Suite 500, Dallas, TX, 75201

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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 serves on the advisory board for Delta Black Aerospace, Inc., an aerospace company, dedicating a few hours per week outside of business hours. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
December 2016 - Present · 9 yrs 5 mos
Morgan StanleyBroker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2008 - August 2016 · 7 yrs 10 mos
J.P. Morgan Securities INC.Broker
June 2007 - October 2008 · 1 yr 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 2001 - June 2007 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2001 - June 2007 · 6 yrs 1 mo
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.