Lawonda
Robinson

Morgan Stanley

CRD#2470553
Investment Advisor
in Little Rock, AR

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About this Advisor

Lawonda Robinson is a financial advisor operating out of Little Rock, Arkansas with a total of 2 years of relevant experience. Robinson currently works for Morgan Stanley. Their career trajectory has included roles at Stephens Inc, Merrill Lynch, Arvest Wealth Management and Morgan Stanley. Robinson maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to work in Arkansas and Texas. Morgan Stanley is a financial advisory firm headquartered in Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 people on staff. It has $1 trillion in assets under management across its 2,233,188 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management largely vary depending on the type of services provided. Fees charged by Morgan Stanley may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

2200 North Rodney Parham Road Suite 100
Little Rock, AR 72212

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

AR Average: $7,464,549,021
Total Number of Employees

28,000

AR Average: 88
Total Number of Accounts

2,233,188

AR Average: 3,892
Average Account Size

$530,659

AR Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Lawonda Robinson Work History

Lawonda has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Morgan Stanley

2019 - 2019 (< 1 year)

Arvest Wealth Management

2017 - 2017 (< 1 year)

Arvest Wealth Management

2017 - 2019 (2 years)

Arvest Wealth Management

2016 - 2017 (1 year)

Merrill Lynch

2015 - 2015 (< 1 year)

Stephens Inc

2002 - 2015 (13 years)

Stephens Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lawonda Robinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

David Rascoe
San Diego, CA
Kurt Harvey
Lakeland, FL
Vincent Shaheen
West Hartford, CT
Kenneth Stewart
Lawrence Township, NJ
Charles Doering
Walnut Creek, CA
Matthew Teems
Washington, DC
Calvin Mason
Pueblo, CO
Nancy Legg
Paramus, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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