RB
RB

Robert Brown

12 Years of Experience
Atlanta, GA
1 DisclosureBroker

Robert Brown is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 12 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

3280 Peachtree Road Northeast, Suite 1900, Atlanta, GA, 30305

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History

Regulatory History (1)
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Financial
May 2019
Final
Other Business Activities

Robert works as a contractor in the model and entertainment industry since 2018, dedicating a few hours per week. He also volunteers in civic/religious/community activities since December 2023, also dedicating a few hours per week.

Employment History
Current Registrations
Morgan Stanley
March 2023 - Present · 3 yrs 2 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2019 - January 2023 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2019 - January 2023 · 3 yrs 7 mos
Ameriprise Financial Services, INC.Broker
September 2015 - April 2019 · 3 yrs 7 mos
Ameriprise Financial Services, INC.
September 2015 - April 2019 · 3 yrs 7 mos
Morgan Stanley
March 2015 - August 2015 · 5 mos
Morgan StanleyBroker
November 2013 - August 2015 · 1 yr 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Robert Brown - Financial Advisor | TrueAdvisor