Bruce
Robinson
Morgan Stanley
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About this Advisor
Bruce Robinson is a financial advisor working in Baltimore, Maryland with a total of 1 year of industry experience. Robinson is on the advisory team at Morgan Stanley. Over the course of their career, Robinson has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, University Of The Sciences In Philadelphia, Citizens Bank, Bank Of America N.A and Morgan Stanley. Robinson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Maryland, New York, Pennsylvania and Texas. Morgan Stanley is an advisory company based in Purchase, NY. The investment advisory business 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 firms in the United States by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm offers 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 are based on which service is provided. Fees charged by Morgan Stanley likely are comprised of some combination 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
Bruce Robinson Work History
Bruce has been registered as a financial advisor for 1 years.*
Morgan Stanley
Bank Of America N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Citizens Bank
University Of The Sciences In Philadelphia
Citizens Bank
*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 Bruce 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
Billings, MT
Lutherville Timonium, MD
Oak Brook, IL
Baltimore, MD
Walnut Creek, CA
Miami, FL
Pueblo, CO
Fort Lauderdale, FL
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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