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Robert Venzor

Morgan Stanley
45 Years of Experience
Pepper Pike, OH
1 DisclosureBroker
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Robert Venzor is a registered investment advisor at Morgan Stanley, based in Pepper Pike, OH, with 45 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

31099 Chagrin Boulevard, Pepper Pike, OH, 44124

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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.
Customer Dispute
December 1988
Settled
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Other Business Activities

Robert is an employee of both JPMorgan Securities and JPMorgan Bank since 2018. As an employee of JPMorgan Bank, he can offer bank products and services, including deposit and credit products.

Employment History
Current Registrations
Morgan Stanley
May 2026 - Present · 5 mos
Morgan StanleyBroker
May 2026 - Present · 5 mos
Previous Registrations
J.P. Morgan Securities LLC
September 2005 - May 2026 · 20 yrs 8 mos
J.P. Morgan Securities LLCBroker
September 2005 - May 2026 · 20 yrs 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 1997 - October 2005 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1990 - October 2005 · 15 yrs 7 mos
Sneider Investment Services, INC.Broker
April 1989 - March 1990 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1983 - May 1988 · 5 yrs 4 mos
Lehman Brothers Kuhn Loeb IncorporatedBroker
July 1982 - January 1983 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1981 - June 1982 · 1 yr 1 mo
Dean Witter Reynolds INC.Broker
September 1980 - May 1981 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1980 - September 1980 · 2 mos
State Registrations40 states
AZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMIMNMOMTNCNHNJNMNVNYOHORPARISCSDTNTXUTVAWAWIWV
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.
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