Robert Edward Thomason

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley
  Los Angeles, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-05-28 → 2009-06-01
  Citigroup Global Markets Inc.
  Los Angeles, CA
• 1999-07-29 → 2008-05-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

KLT LLC; INVESTMENTS IN PRIVATE COMPANIES; PARTNER; NO TIME SPENT DURING AND AFTER BUSINESS; 12/2008 *482914 - Trust; Investment related Yes; Pacific Palisades, California; 03/2022; During business hours: 0; After business hours: 0 *693951- Paulist Productions; Investment related: Yes; Los Angeles, California; Religious; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 0.5; Investment Decisions/Advice

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-11
• S63 Uniform Securities Agent State Law Examination
  1998-10-16

Other Names

• Bob Thomason
• Bobby Thomason