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Floyd Alford Robinson

Morgan Stanley

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About Floyd Alford Robinson

Floyd Alford Robinson is a registered representative with Morgan Stanley. Robinson has over 50 years of experience in the financial services industry. Robinson has held previous positions at CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. Robinson has a variety of licenses and registrations, including Series 7TO, SIE, Series 15, Series 5, PC, and Series 1. Robinson is also a registered investment advisor in Texas. Robinson's specializations include asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. Robinson is also involved in real estate investments through St Boltoph Texas LP.

Firm Information

Floyd Robinson is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Floyd Robinson’s Registration & Firm History

TX

06/01/2009 - Present

Morgan Stanley (Houston TX)

TX

07/31/1993 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)

NY

06/25/1979 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

01/18/1978 - 06/25/1979

LOEB PARTNERS

NA

05/05/1977 - 01/18/1978

HORNBLOWER, WEEKS, NOYES & TRASK INCORPORATED

NA

09/13/1976 - 05/05/1977

HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED

NA

05/09/1972 - 10/10/1976

REYNOLDS SECURITIES, INC.

NA

08/14/1968 - 06/14/1972

E. F. HUTTON & COMPANY INC

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Licenses & Designations

BC

Issued 11/08/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/10/1984

Series 15 - Foreign Currency Options Examination

BC

Issued 10/17/1981

Series 5 - Interest Rate Options Examination

BC

Issued 06/28/1977

PC - AMEX Put and Call Exam

BC

Issued 08/09/1968

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Floyd Alford Robinson. Review regulatory record here.
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