Robert
Shamis

Morgan Stanley

CRD#5099503
Investment Advisor
in New York, NY
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About this Advisor

Robert Shamis is a certified financial planner who works out of New York, New York, who has been in the industry for 12 years. Shamis currently works for Morgan Stanley. Their career trajectory has included roles at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Shamis has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Connecticut and Texas. Morgan Stanley is a firm based out of New York, New York. The company has offices in 702 locations and a total of 26,000 advisors. It handles $735 billion in assets among its 1,724,668 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 283 charitable organizations. Morgan Stanley offers a number 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 typically depend on which services the firm provides the client. However, fee types charged by Morgan Stanley likely are comprised of some combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 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

Disclosures

No

Office Location

55 East 52Nd Street 28Th Floor
New York, NY 10055

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

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

26,000

NY Average: 88
Total Number of Accounts

1,724,668

NY Average: 3,892
Average Account Size

$426,340

NY Average: $1,917,921

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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 Shamis Work History

Robert has 12 years of experience.

2017 - Present (2 years)

Morgan Stanley

2014 - 2017 (3 years)

Bank Of America, N.A

2006 - 2017 (11 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Robert Shamis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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