Robert
Reay

Morgan Stanley

CRD#6438701
Investment Advisor
in Englewood, CO

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About this Advisor

Robert Reay is a certified financial planner operating in Englewood, Colorado with a total of 1 year of industry experience. Reay currently works for Morgan Stanley. Their career trajectory has included roles at Kcg Securities, LLC, Knox Capital Advisors, Texas Tech University - College Of Human Sciences, Redstone Advisors, LLC, Rise Services, Inc, Beneficial Financial Group, Us Department Of The Treasury, Texas Tech University, Lds Church, Brigham Young University, Jp Morgan Securities LLC, Jp Morgan Chase Bank, Jp Morgan Securites LLC, E*Trade Securities LLC, E*Trade Capital Management LLC and Morgan Stanley. Reay maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Colorado and Utah. Morgan Stanley is a registered investment firm that has its headquarters in Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 advisors. It has $1 trillion in assets among its 2,233,188 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm has a broad array 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. A financial advisor's fee schedules depend on which services are provided. However, fees billed by Morgan Stanley most likely consist of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

5251 Dtc Parkway
Englewood, CO 80111

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

CO Average: 88
Total Number of Accounts

2,233,188

CO Average: 3,892
Average Account Size

$530,659

CO 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 Reay Work History

Robert has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Morgan Stanley

2022 - 2022 (< 1 year)

E*Trade Securities LLC

2022 - 2022 (< 1 year)

E*Trade Capital Management LLC

2021 - 2022 (1 year)

E*Trade Securities LLC

2021 - 2022 (1 year)

E*Trade Capital Management LLC

2019 - 2021 (2 years)

Jp Morgan Chase Bank

2019 - 2021 (2 years)

Jp Morgan Securites LLC

2018 - 2019 (1 year)

Jp Morgan Securities LLC

2018 - 2019 (1 year)

Jp Morgan Chase Bank

2017 - 2017 (< 1 year)

Kcg Securities, LLC

2017 - 2017 (< 1 year)

Knox Capital Advisors

2017 - 2017 (< 1 year)

Texas Tech University - College Of Human Sciences

2017 - 2017 (< 1 year)

Knox Capital Advisors

2017 - 2017 (< 1 year)

Kcg Securities, LLC

2016 - 2016 (< 1 year)

Rise Services, Inc

2016 - 2017 (1 year)

Texas Tech University

2015 - 2015 (< 1 year)

Redstone Advisors, LLC

2014 - 2014 (< 1 year)

Beneficial Financial Group

2014 - 2014 (< 1 year)

Us Department Of The Treasury

2012 - 2013 (1 year)

Lds Church

2011 - 2015 (4 years)

Brigham Young University

*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 Reay 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

Ellen Spitz
Garden City, NY
Allan House
Baltimore, MD
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Seth Hart
New York, NY
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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