RS
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Robert Schepperle
17 Years of Experience
Melbourne, FL
1 DisclosureBroker
Robert Schepperle is a registered investment advisor at Morgan Stanley, based in Melbourne, FL, 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
8150 North Wickham Road, Melbourne, FL, 32940
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2019Denied
Other Business Activities
Robert rents part of his residence in Melbourne, FL, dedicating minimal time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
July 2024 - Present · 2 yrs 2 mos
Morgan Stanley
July 2024 - Present · 2 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2017 - July 2024 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2017 - July 2024 · 7 yrs 5 mos
Morgan Stanley
July 2013 - January 2017 · 3 yrs 6 mos
Morgan StanleyBroker
June 2013 - January 2017 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2008 - July 2013 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - July 2013 · 4 yrs 9 mos
State Registrations19 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.