RM
RM

Robert Mcneice

2 Years of Experience
Wellesley, MA
Broker

Robert Mcneice is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, 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
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

112 Worcester Street, Wellesley, MA, 02481

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History

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.

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Other Business Activities

Robert coaches the Boston Junior Huskies, starting in September 2023. This customer service role takes a few hours per week outside of business hours.

Employment History
Current Registrations
Morgan Stanley
February 2024 - Present · 2 yrs 3 mos
Morgan StanleyBroker
July 2023 - Present · 2 yrs 10 mos
State Registrations47 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.