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Steven Keith Robinson

Morgan Stanley

Alpharetta, GA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-08
GA RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2020-04-08
  • GA RA
    APPROVED
    Since 2009-06-01

Branch Locations

2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc Atlanta GA 01/2008 Present
Morgan Stanley Smith Barney Atlanta GA 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 01/2008 → Present
    Citigroup Global Markets Inc
    Atlanta, GA
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Atlanta, GA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-07-03
S63 Uniform Securities Agent State Law Examination 1997-11-04
  • S65 Uniform Investment Adviser Law Examination
    2001-07-03
  • S63 Uniform Securities Agent State Law Examination
    1997-11-04

View on SEC IAPD

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Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
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