RB
RB
Robert Bolin is a registered investment advisor at Morgan Stanley, based in Beavercreek, OH, with 20 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
4380 Buckeye Lane, Suite 200, Beavercreek, OH, 45440
Get directionsHistory
Regulatory History (1)
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Criminal
January 2006Final Disposition
Other 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
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
January 2006 - June 2009 · 3 yrs 5 mos
Citigroup Global Markets INC.Broker
October 2005 - June 2009 · 3 yrs 8 mos
State Registrations47 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.