Robert
Pascal

Morgan Stanley

CRD#2656303
Investment Advisor
in Washington, DC

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About this Advisor

Robert Pascal is a financial advisor operating out of Washington, District Of Columbia with 14 years of industry experience. Pascal is currently employed by Morgan Stanley. Over the course of their career, Pascal has held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Pascal maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in District Of Columbia and Texas. Morgan Stanley is a business that has its headquarters in Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 advisors. It controls $1 trillion in assets across its 2,233,188 accounts, placing it among the largest firms in the country by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 customer accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business has a number 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 for financial advice typically vary depending on which services the firm provides the client. Fee types charged by Morgan Stanley may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 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

1775 I Street, North West Suite 200
Washington, DC 20006

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

DC Average: 88
Total Number of Accounts

2,233,188

DC Average: 3,892
Average Account Size

$530,659

DC 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 Pascal Work History

Robert has been registered as a financial advisor for 14 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2009 - Present (15 years)

Morgan Stanley Smith Barney

1998 - Present (26 years)

Citigroup Global Markets 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 Robert Pascal 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

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New York, NY
Beth Prospero
Jersey City, NJ
Russell Huebschle
Oakland, CA
Seth Hart
New York, NY
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
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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