Robert
Mclaren

Morgan Stanley

CRD#6519060
Investment Advisor
in Palo Alto, CA

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About this Advisor

Robert Mclaren is a financial advisor working out of Palo Alto, California with 8 years of industry experience. Mclaren is on the advisory team at Morgan Stanley. During their career, the advisor has held roles at Morgan Stanley, N/A, Robert A Mclaren and Morgan Stanley Private Bank, National Association. Mclaren holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. Morgan Stanley is an advisory company that has its headquarters in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 employees. It manages $1 trillion in assets between its 2,233,188 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 30,383 charities and foundations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Morgan Stanley has a broad assortment 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. Financial management fee schedules largely vary depending on the type of services offered. However, fees charged by Morgan Stanley can include some combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

8 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

245 Lytton Avenue Suite 200
Palo Alto, CA 94301

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

CA Average: 88
Total Number of Accounts

2,233,188

CA Average: 3,892
Average Account Size

$530,659

CA 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

Robert Mclaren Work History

Robert has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Morgan Stanley

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2013 - 2015 (2 years)

N/A

2011 - 2013 (2 years)

Robert A Mclaren

*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 Robert Mclaren 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

Margret Birch
Oak Brook, IL
Allan House
Baltimore, MD
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Seth Hart
New York, NY
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

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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