RD
CFP
RD
CFP

Robert Daley

14 Years of Experience
Chesterfield, MO
Broker

Robert Daley is a CFP-designated registered investment advisor at Morgan Stanley, based in Chesterfield, MO, with 14 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

14805 North Outer forty Road Suite 200, Chesterfield, MO, 63017

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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 an officer of Starboard Adventures LLC, a recreation business, since December 2024. He spends minimal time on administrative tasks after business hours.

Employment History
Current Registrations
Morgan Stanley
October 2021 - Present · 4 yrs 7 mos
Morgan StanleyBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Edward Jones
January 2012 - October 2021 · 9 yrs 9 mos
Edward JonesBroker
November 2011 - October 2021 · 9 yrs 11 mos
State Registrations42 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.
Robert Daley - Financial Advisor | TrueAdvisor