Robert I Smithline
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Robert I Smithline? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Morgan StanleyJan 2022 to now
- Park Avenue SecuritiesSep 2021 to Oct 2021
- Guardian Life Insurance CompanyJun 2021 to Nov 2021
- Fordham Financial Management, IncAug 2020 to Apr 2021
- Tailwind CapitalJun 2019 to Jul 2019
- Scoggin Capital ManagementJun 2018 to Jul 2018
- Centrecourt Asset ManagementJun 2017 to Jul 2017
- University of PennsylvaniaSep 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7284729
- Firm CRD
- 149777