Robin
Chavez
Morgan Stanley
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About this Advisor
Robin Chavez is a financial advisor operating in Lake Oswego, Oregon, with a total of 2 years of industry experience. Chavez works at Morgan Stanley. The advisor has gained experience at Fidelity Investments, Northern Trust Securities, Inc, Northern Trust Bank and Morgan Stanley. Chavez maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Oregon and Texas. Morgan Stanley is a financial advisory company operating out of Purchase, NY. The company has offices in 930 locations and a total of 28,000 advisors. It manages $1 trillion in assets under management among its 2,233,188 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm performs a wide assortment of services, including 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 charged by financial advisors largely vary depending on which services are offered. However, fee types charged by Morgan Stanley likely are comprised of any blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
Robin Chavez Work History
Robin has been registered as a financial advisor for 2 years.*
Morgan Stanley
Northern Trust Securities, Inc
Northern Trust Bank
Fidelity Investments
*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 Robin Chavez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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