Robert Mclalan is a registered investment advisor at Morgan Stanley, based in San Mateo, CA, with 45 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
411 Borel Avenue, Suite 220, San Mateo, CA, 94402
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
March 2011 - Present · 15 yrs 2 mos
Morgan StanleyBroker
March 2011 - Present · 15 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
May 2001 - March 2011 · 9 yrs 10 mos
UBS Financial Services INC.Broker
May 2001 - March 2011 · 9 yrs 10 mos
Robertson Stephens, INC.Broker
September 1998 - May 2001 · 2 yrs 8 mos
Bancamerica Robertson StephensBroker
July 1998 - September 1998 · 2 mos
Hambrecht & Quist LLCBroker
August 1995 - July 1998 · 2 yrs 11 mos
Bear, Stearns & CO. INC.Broker
December 1987 - August 1995 · 7 yrs 8 mos
L. F. Rothschild & CO. IncorporatedBroker
July 1985 - January 1988 · 2 yrs 6 mos
Dean Witter Reynolds INC.Broker
February 1981 - July 1985 · 4 yrs 5 mos
State Registrations25 states
ARAZCACOFLGAHIILMAMDMIMNMTNCNVNYOKORSDTXUTVAVTWAWI
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.