Robert
Fairchild

Morgan Stanley

CRD#2219149
Investment Advisor
in Kerrville, TX

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About this Advisor

Robert Fairchild is a financial advisor operating in Kerrville, Texas who has 14 years of relevant experience. Fairchild works at Morgan Stanley. Throughout their career, Fairchild has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Fairchild maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Morgan Stanley is a financial advisory company that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 people on staff. It oversees $1 trillion in total assets across its 2,233,188 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth clients who have greater than $1 million in investable assets. Morgan Stanley performs a wide set 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 vary depending on the type of services. Fee types charged by Morgan Stanley can be comprised of 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

1304 Junction Highway Suite 300
Kerrville, TX 78028

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

TX Average: 88
Total Number of Accounts

2,233,188

TX Average: 3,892
Average Account Size

$530,659

TX 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 Fairchild Work History

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

2015 - Present (9 years)

Morgan Stanley Private Bank, N.A

2009 - Present (15 years)

Morgan Stanley Smith Barney LLC

*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 Fairchild 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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Dori Stegmann
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Ellen Spitz
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Margret Birch
Oak Brook, IL
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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