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Robert Ralston

15 Years of Experience
Wichita, KS
Broker

Robert Ralston is a registered investment advisor at Morgan Stanley, based in Wichita, KS, with 15 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 board member for the University of Kansas Alumni Board since 2018, attending quarterly meetings and supporting the university. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
November 2015 - Present · 10 yrs 6 mos
Morgan StanleyBroker
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Mission Peak Capital Advisors, LLC
May 2011 - September 2015 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2009 - May 2009 · 4 mos
Banc of America Securities LLCBroker
August 2008 - January 2009 · 5 mos
State Registrations39 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMNMONCNENHNJNMNVNYOHOKORPATNTXUTVAWA
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.