RR
RR

Robert Runkle

13 Years of Experience
Atlanta, GA
1 DisclosureBroker

Robert Runkle is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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
Loading...

Location

3280 Peachtree Road North East, Suite1600, Atlanta, GA, 30305

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2020
Final
Employment History
Current Registrations
Morgan StanleyBroker
February 2021 - Present · 5 yrs 3 mos
Morgan Stanley
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2012 - February 2021 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2012 - February 2021 · 8 yrs 9 mos
State Registrations31 states
ALAZCACOCTDCDEFLGAHIILINKSKYLAMONCNENHNJNVNYOHORPASCTNTXVAWAWV
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 Runkle - Financial Advisor | TrueAdvisor