RM
RM

Robert Mckee

24 Years of Experience
Menlo Park, CA
Broker

Robert Mckee is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, 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

2775 Sand Hill Road, Suite 120, Menlo Park, CA, 94025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is a director at Zia Capital Corp, dedicating minimal time per month. He is also a partner at Zia Ranch Partners, spending about 10-20% of his time breeding and raising commercial cattle, and an advisory trustee for Robert E & Evelyn McKee Foundation, dedicating minimal time per month.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
October 2006 - June 2009 · 2 yrs 8 mos
Citigroup Global Markets INC.Broker
October 2006 - June 2009 · 2 yrs 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 2001 - October 2006 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2001 - October 2006 · 5 yrs 2 mos
State Registrations41 states
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AdvisorBrokerBoth

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