Robert Bolin is a registered investment advisor at Morgan Stanley, based in Beavercreek, OH, with 20 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
4380 Buckeye Lane, Suite 200, Beavercreek, OH, 45440
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Regulatory History (1)
Criminal
January 2006Other Business Activities
Robert is on the finance committee for St. Luke Catholic Church since 2019, spending minimal time outside of business hours on administrative tasks. This activity is not investment-related.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations48 states
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
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