RS
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Robert Sutherland

8 Years of Experience
New York, NY
Broker

Robert Sutherland is a registered investment advisor at Morgan Stanley, based in New York, NY, with 8 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

1585 Broadway, 21st Floor, New York, NY, 10036

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Robert volunteers with the East Farmingdale Volunteer Fire Company, receiving 911 calls and dispatching units. He also owns Lax the Globe, a retail/online store, and dedicates minimal time outside business hours to business development, accounting, fundraising, and sales. Robert is also an officer with the East Farmingdale Fire Dept, dedicating minimal time outside business hours to labor/service.

Employment History
Current Registrations
Morgan Stanley
June 2021 - Present · 4 yrs 11 mos
Morgan StanleyBroker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Morgan Stanley
December 2020 - December 2020 · 0 mos
State Registrations1 state
NY
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.