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Robin Solis
13 Years of Experience
Fort Lauderdale, FL
1 DisclosureBroker
Robin Solis is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, with 13 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
350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301
Get directionsHistory
Regulatory History (1)
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Criminal
July 2009Final Disposition
Employment History
Current Registrations
Morgan Stanley
November 2021 - Present · 4 yrs 6 mos
Morgan StanleyBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
December 2020 - November 2021 · 11 mos
UBS Financial Services INC.Broker
February 2019 - November 2021 · 2 yrs 9 mos
Fmsbonds, INC.Broker
August 2012 - February 2019 · 6 yrs 6 mos
State Registrations43 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.