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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Murray is a financial advisor with Morgan Stanley. Robert has been in the industry since 2007 and has a broad range of experience serving high-net-worth individuals, families, and institutions. Robert is registered with both the Securities and Exchange Commission and FINRA.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/04/2020 - Present
Morgan Stanley (PURCHASE NY)
NY
12/16/2011 - 10/16/2012
MORGAN STANLEY & CO. LLC (PURCHASE NY)
NC
08/16/2010 - 10/16/2012
MORGAN STANLEY (CHARLOTTE NC)
NC
07/30/2007 - 08/17/2010
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
05/24/2006 - 08/28/2006
AMERIPRISE FINANCIAL SERVICES, INC. (RALEIGH NC)
BOTH
Issued 09/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2010
Series 24 - General Securities Principal Examination
BC
Issued 11/06/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/02/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2008
Series 3 - National Commodity Futures Examination
BC
Issued 05/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
M
MIAX Sapphire
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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