RM
RM

Robert Morris

22 Years of Experience
Wichita, KS
Broker

Robert Morris is a registered investment advisor at Morgan Stanley, based in Wichita, KS, with 22 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

1617 North Waterfront Parkway, Suite 200, Wichita, KS, 67206

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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 partner in EMW IP LLC, holding rental properties, and a partner in Morris Capital Holdings LLC, dealing with real estate. He also serves on the Finance and Investment Committees for the United Methodist Health Ministry Fund, dedicating minimal time to each activity.

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.
March 2004 - June 2009 · 5 yrs 3 mos
Citigroup Global Markets INC.Broker
December 2003 - June 2009 · 5 yrs 6 mos
State Registrations45 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.