Years of Experience
5-20+ Years
Verified
State Farm Investment Management Corp.
Long Beach, CA
3 Years Experience
0 Disclosures
ADVISOR BIO
Robert Casares is a registered investment advisor representative with State Farm Investment Management Corp. Robert has been in the financial industry for over 6 years, and has a Series 63, 65 and 6TO licenses. He is registered to provide investment advice in California, Nevada, and Oregon. Robert also serves as an agent for State Farm Mutual Automobile Insurance Company and its affiliates.
SPECIALIZATIONS
SAUSALITO, CA
0 Disclosures
ADVISOR BIO
Robert Newman is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered as an Investment Advisor Representative with Aperio Group, LLC. Prior to joining Aperio Group, LLC, Robert worked at a number of firms including ATEL Securities Corporation, Barra Analytics Securities, Inc., and Salomon Brothers Inc. Robert holds a Series 3, 5, 7 and 24 licenses and a Series 63 state license. Robert also holds the prestigious Chartered Financial Analyst designation. In addition to his work as a financial advisor, Robert is a shareholder and advisor for Newman Group, LTD.
SPECIALIZATIONS
El Segundo, CA
30 Years Experience
2 Disclosures
ADVISOR BIO
Robert Paul Dobos-bubno is a registered representative with Morgan Stanley. Robert Paul Dobos-bubno has been in the industry since April 4, 1995. Robert Paul Dobos-bubno is currently registered with Morgan Stanley. Robert Paul Dobos-bubno is also registered in 30 states and has passed several exams including the Series 65, Series 63, Series 31, and Series 7. Robert Paul Dobos-bubno has previously worked at CITIGROUP GLOBAL MARKETS INC. and QUEST CAPITAL STRATEGIES, INC.. Robert Paul Dobos-bubno's current branch office location is in El Segundo, California.
SPECIALIZATIONS
Montecito, CA
42 Years Experience
2 Disclosures
ADVISOR BIO
Robert Bernard Gilson is an investment advisor representative at Morgan Stanley. Robert has been in the securities industry since April 1983 and has been with Morgan Stanley since June 2012. Prior to joining Morgan Stanley, Robert was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Prudential Securities Incorporated. Robert is licensed to sell securities in 53 states and is registered with the Securities and Exchange Commission (SEC) as an investment advisor. Robert is a Series 63 and 65 licensed advisor. Robert also holds the Series 5, 7, 9, 10, 31, and SIE licenses. Robert provides a range of financial services to individuals, businesses, investment companies, insurance companies, and charitable organizations. These 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.
SPECIALIZATIONS
Torrance, CA
29 Years Experience
0 Disclosures
ADVISOR BIO
Robert Vogelsang is a financial advisor with Morgan Stanley, a large firm with assets under management exceeding $1 trillion. Robert has been working in the financial services industry since 1996, starting with Citigroup Global Markets Inc. Robert specializes in portfolio management for individuals, businesses and investment companies. Robert has a broad array of licenses and has passed exams such as the Series 7, Series 31, and Series 63, as well as the Series 65.
SPECIALIZATIONS
Irvine, CA
19 Years Experience
0 Disclosures
ADVISOR BIO
Robert McQuade is a financial advisor with Morgan Stanley, located in Irvine, California. Robert has been in the financial services industry since December 2005. He has a Series 7 and Series 66 license and is registered with FINRA and the state of California as an Investment Advisor Representative. Robert has been with Morgan Stanley since June 2009 and previously worked at CITIGROUP GLOBAL MARKETS INC. Robert specializes in providing financial planning, portfolio management, and investment advice to a range of clients, including individuals, businesses, and institutions.
SPECIALIZATIONS
Modesto, CA
34 Years Experience
2 Disclosures
ADVISOR BIO
Robert Runyan has been in the financial services industry for over 30 years and is currently an active registered representative with Morgan Stanley. Robert has extensive experience in the securities industry, having previously worked for CITIGROUP GLOBAL MARKETS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Robert holds several industry licenses including Series 7, Series 9, Series 10 and Series 63. Robert specializes in working with high-net-worth individuals, corporations, charitable organizations, insurance companies, and investment companies. Robert also provides financial planning and asset allocation advice.
SPECIALIZATIONS
Palo Alto, CA
15 Years Experience
0 Disclosures
ADVISOR BIO
Robert Kristofer Wolffe is a financial advisor with over 10 years of experience in the financial services industry. Robert is currently registered with Morgan Stanley in Palo Alto, California. Before joining Morgan Stanley, Robert worked at SharesPost Financial Corporation and Morgan Stanley Smith Barney. Robert is a Series 66, Series 7, Series 9 and Series 10 licensed financial advisor. Robert is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Robert's primary focus is working with high net worth individuals, charitable organizations, insurance companies, investment companies, banking or thrift institutions, pension and profit-sharing plans, and corporations or other businesses.
SPECIALIZATIONS
Brea, CA
14 Years Experience
0 Disclosures
ADVISOR BIO
Robert Gabler is a financial advisor registered with Morgan Stanley since April 2011. Robert's professional experience includes working with Morgan Stanley Private Bank, N.A. in New York, NY since January 2015. Robert is currently registered in 33 states and has been in the industry since June 2011. Robert is a Series 7, Series 66 and SIE licensed representative.
SPECIALIZATIONS
Roseville, CA
35 Years Experience
0 Disclosures
ADVISOR BIO
Robert Joseph Rocha has been in the financial industry for over 30 years and is currently registered with Morgan Stanley as a Registered Representative. Robert has been with Morgan Stanley since June 2009 and has previous experience with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Robert has a wide range of experience in the financial industry and has extensive experience in financial planning, portfolio management, and pension consulting. Robert is also registered with the Securities Industry and Financial Markets Association (FINRA) as a Registered Representative. Robert holds Series 3, 7, 63, and SIE licenses and is also registered in 27 states as a Registered Representative. Robert holds a strong understanding of investment strategies, including asset allocation, and offers advice to high-net-worth individuals, corporations, and charitable organizations.
SPECIALIZATIONS