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Robert Wyckoff
17 Years of Experience
San Antonio, TX
1 DisclosureBroker
Robert Wyckoff is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, with 17 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
7600 Broadway, Suite 100, San Antonio, TX, 78209
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2015Denied
Other Business Activities
Robert owns Texas Time Machine Rentals LLC, renting Back to The Future DeLorean replicas, and is a board member on the finance committee for Leon Springs Baptist Church. These activities take minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
October 2015 - Present · 10 yrs 7 mos
Morgan Stanley
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - October 2015 · 3 yrs
J.P. Morgan Securities LLC
October 2012 - October 2015 · 3 yrs
Chase Investment Services CORP.
January 2011 - October 2012 · 1 yr 9 mos
Chase Investment Services CORP.Broker
December 2010 - October 2012 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2009 - December 2010 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2009 - December 2010 · 1 yr 4 mos
UBS Financial Services INC.
May 2008 - September 2009 · 1 yr 4 mos
UBS Financial Services INC.Broker
April 2008 - September 2009 · 1 yr 5 mos
State Registrations35 states
ALARAZCACOCTDCDEFLHIIDILINLAMAMDMIMNMOMTNCNENJNMNVNYOHOKORPASCTXUTVAWA
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.