RI
RI

Robert Heiser

13 Years of Experience
Austin, TX
Broker

Robert Heiser is a registered investment advisor at Morgan Stanley, based in Austin, TX, 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

301 Congress Avenue, Suite 1400, Austin, TX, 78701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is the founder of Austin Motor Club, a website dedicated to Formula One content. He spends minimal time updating and downloading content for the website.

Employment History
Current Registrations
Morgan Stanley
June 2012 - Present · 13 yrs 11 mos
Morgan StanleyBroker
April 2012 - Present · 14 yrs 1 mo
State Registrations47 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.