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Robert Lincoln Dupree

Morgan Stanley

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About Robert Lincoln Dupree

Robert Lincoln Dupree is a financial advisor who has been active in the industry since 1996. Robert is currently registered with Morgan Stanley in Alpharetta, Georgia. Robert has previously been registered with several other firms, including E*TRADE Securities LLC and Nationwide Investment Services Corporation. Robert is licensed to offer financial advice in 53 states and the District of Columbia.

Firm Information

Robert Dupree 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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Robert Dupree’s Registration & Firm History

GA

09/05/2023 - Present

Morgan Stanley (Alpharetta GA)

GA

12/05/2019 - 09/05/2023

E*TRADE SECURITIES LLC (Alpharetta GA)

OH

04/22/2013 - 01/05/2018

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

NY

01/03/2011 - 04/24/2013

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

OH

06/16/2006 - 01/03/2011

JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)

GA

09/01/2005 - 06/19/2006

FSC SECURITIES CORPORATION (CUMMING GA)

GA

08/19/2005 - 09/07/2005

PFS INVESTMENTS INC. (DULUTH GA)

MA

01/28/1999 - 01/14/2002

LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)

NY

09/01/1998 - 01/14/1999

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

09/19/1997 - 09/01/1998

SALOMON BROTHERS INC. (NEW YORK NY)

IL

07/18/1989 - 10/17/1996

JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 01/09/2020

Series 66 - Uniform Combined State Law Examination

IA

Issued 02/08/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2005

Series 7 - General Securities 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 are no public disclosures for Robert Lincoln Dupree.
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