RC
RC
Robert Cohen is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 48 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
Boca Raton, FL
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Regulatory History (1)
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Customer Dispute
May 2009Settled
Other Business Activities
Robert is a sole proprietor/owner of rental real estate in New York since November 2022. He dedicates minimal time to property management during and after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2008 - June 2009 · 1 yr 2 mos
Morgan Stanley & CO. IncorporatedBroker
January 2008 - June 2009 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
July 1993 - February 2008 · 14 yrs 7 mos
Lehman Brothers INC.Broker
September 1989 - July 1993 · 3 yrs 10 mos
Painewebber IncorporatedBroker
December 1983 - September 1989 · 5 yrs 9 mos
Prudential-Bache Securities INC.Broker
January 1978 - December 1983 · 5 yrs 11 mos
State Registrations41 states
ARAZCACOCTDCDEFLGAHIIAIDILINLAMAMDMEMIMNMTNCNHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.