Robert Forrest is a registered investment advisor at Morgan Stanley, based in Omaha, NE, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
13625 California Street, Suite 400, Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a sole proprietor/owner of real estate in Omaha and Lincoln, Nebraska, since June 2024 and April 2025, respectively. He dedicates minimal time to property management outside of business hours for the Omaha property.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations42 states
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