Robert Stone is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 2 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a board member/partner at Tao Entertainment Inc. since 2012 and a partner/member at Caffarel American LLC since 2021, dedicating minimal time to each outside of business hours. These activities are investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Newedge Securities, INC.Broker
New Edge Wealth
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations43 states
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