Robert N Murray

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

• 01/2010 → Present
  Morgan Stanley Smith Barney
  Houston, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2000-08-14 → 2010-01-25
  Ubs Financial Services Inc.
  Houston, TX
  Houston, TX

Other Businesses

1. Trust; Investment Related: No ; Trust ; Trustee ; Nov 2018. 2. Estate ; Investment Related ; Executor ; May 2019 ; During business hours : 1 ; After business hours : 0 3. *439422 - Trust; Investment related - Yes; Houston, Texas; 06/2021; During business hours: 1; After business hours: 0 4.*439426- Trust; Investment related -Yes; Houston, Texas; Trust; Trustee/Co-Trustee; 06/2021; During business hours: 1; After business hours: 0; *439418 - Trust; Investment related - Yes; Houston, Texas; 06/2021; During business hours: 1; After business hours: 0 *459095- Trust; Investment related Yes/No; Houston, Texas; Trustee/Co-Trustee; 11/2021; During business hours: 0; After business hours: 1; Accounting/Bookkeeping

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-04-25
• S63 Uniform Securities Agent State Law Examination
  1990-02-15

Other Names

• Robert Nelson Murray
• Robert Nelson Murray
• Robert N Murray Jr.