Bruce Robinson is a registered investment advisor at Morgan Stanley, based in Baltimore, MD, with 5 years of industry experience. Bruce 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1300 Thames Street, Thames Street Wharf, Baltimore, MD, 21231
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Regulatory History (8)
Financial
January 2020Financial
January 2020Financial
January 2020Financial
December 2019Financial
December 2019Financial
December 2019Judgment / Lien
September 2018Financial
December 2016Other Business Activities
Bruce works as a driver for Lyft, a car ride sharing company, and serves as treasurer, dedicating about half of his time to this. He also works as a contractor for Instacart, delivering groceries and other packages, dedicating about a quarter of his time after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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
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