RS
RS

Robert Smithline

4 Years of Experience
New York, NY
Broker

Robert Smithline is a registered investment advisor at Morgan Stanley, based in New York, NY, with 4 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

399 Park Avenue, 12th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is a partner at Premier Cash Solutions LLC, a retail/online store, since April 2025. He spends minimal time on administrative and accounting/bookkeeping tasks after business hours.

Employment History
Current Registrations
Morgan Stanley
March 2023 - Present · 3 yrs 2 mos
Morgan StanleyBroker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Park Avenue Securities LLCBroker
September 2021 - November 2021 · 2 mos
Fordham Financial Management, INC.Broker
November 2020 - April 2021 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.