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Robert Edwards

20 Years of Experience
Cincinnati, OH
Broker

Robert Edwards is a registered investment advisor at Morgan Stanley, based in Cincinnati, 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

7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236

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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 owns rental real estate property in Kannapolis, North Carolina since March 2024. He dedicates minimal time to property management outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
August 2013 - Present · 13 yrs 1 mo
Morgan Stanley
August 2013 - Present · 13 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2006 - August 2013 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - August 2013 · 7 yrs 5 mos
State Registrations22 states
ALCACOCTFLGAILINKYLAMIMNNCNHNMNYOHPRSCTNTXVA
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.