Robyn Ellen Desoto

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

• 06/2017 → Present
  Morgan Stanley
  Walnut Creek, CA
• 04/2013 → 06/2017
  Unemployed
  Unemployed, CA

Previous Registrations

• 2009-06-01 → 2013-04-23
  Morgan Stanley
  Walnut Creek, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Walnut Creek, CA
• 2006-05-04 → 2007-04-02
  Morgan Stanley Dw Inc.
  Walnut Creek, CA
  Concord, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-01-18
• S65 Uniform Investment Adviser Law Examination
  2006-05-03
• S63 Uniform Securities Agent State Law Examination
  2000-04-07

Other Names

• Robyn Ellen De Soto
• Robyn Ellen Desoto
• Robyn Ellen Mcdonald