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Bruce Robinson

5 Years of Experience
Baltimore, MD
8 DisclosuresBroker

Bruce Robinson is a registered investment advisor at Morgan Stanley, based in Baltimore, MD, with 5 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

1300 Thames Street, Thames Street Wharf, Baltimore, MD, 21231

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History

Regulatory History (8)
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Financial
January 2020
Final
Financial
January 2020
Final
Financial
January 2020
Final
Financial
December 2019
Final
Financial
December 2019
Final
Financial
December 2019
Final
Judgment / Lien
September 2018
Financial
December 2016
Final
Other 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
August 2022 - Present · 3 yrs 9 mos
Morgan StanleyBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2020 - July 2022 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2020 - July 2022 · 1 yr 8 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMDMEMNMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.