Robert J Roenitz
Investment adviser representative at Morgan Stanley
13 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Robert J Roenitz? 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
13 years in the industry.
- Morgan Stanley Private Bank, N.AApr 2026 to now
- Morgan StanleyJan 2026 to now
- Deloitte ConsultingOct 2024 to Dec 2025
- UnemployedMay 2024 to Oct 2024
- Deloitte ConsultingMay 2023 to Aug 2023
- University of Michigan, Stephen M. Ross School of BusinessAug 2022 to May 2024
- UnemployedJun 2022 to Aug 2022
- Sachse Family FundApr 2019 to Jun 2022
- Marquette University High SchoolSep 2018 to Mar 2022
- No Full-time EmploymentJul 2018 to Apr 2019
- Marquette University High SchoolAug 2017 to Jul 2018
- UnemployedMay 2017 to Aug 2017
- Villanova UniversityAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 8206487
- Firm CRD
- 149777