RK
RK

Robert Kocisko

21 Years of Experience
Spartanburg, SC
Broker

Robert Kocisko is a registered investment advisor at Morgan Stanley, based in Spartanburg, SC, with 21 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

320 East Main Street, Suite 410, Spartanburg, SC, 29302

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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 an investment committee member for the First Presbyterian Church of Spartanburg since 2020, reviewing money manager reports. This requires minimal time and is not investment-related.

Employment History
Current Registrations
Morgan Stanley
October 2024 - Present · 1 yr 7 mos
Morgan StanleyBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Wells Fargo Advisors
January 2008 - October 2024 · 16 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - October 2024 · 16 yrs 9 mos
A. G. Edwards & Sons, INC.
October 2004 - January 2008 · 3 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
August 2004 - January 2008 · 3 yrs 5 mos
State Registrations33 states
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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.
Robert Kocisko - Financial Advisor | TrueAdvisor