Robert Debbs

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

• 03/2015 → 10/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach, FL
• 04/2015 → 10/2025
  Bank Of America, N.A.
  Palm Beach, FL
• 10/2025 → Present
  Morgan Stanley Smith Barney Llc
  West Palm Beach, FL
• 11/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-03-05 → 2025-10-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach, FL
  Riverhead, NY
• 2005-04-07 → 2015-03-16
  Ubs Financial Services Inc.
  West Palm Beach, FL
  Palm Beach, FL

Other Businesses

(1) *667033- Rehabilitation Center for Children and Adults; Investment related: No; Palm Beach, Florida; Health and Welfare; Board Member, Audit Committee and Membership Committee (proprietor, partner, officer, director, employee, trustee, agent); 08/2017; During business hours: 0; After business hours: 4; Administrative (2) Maddesigners / Not Investment Related / West Palm Beach, FL / S-Corp / Other, Husband / Start 07-January-2002 / 4 hours devoted yearly / 0 during trading / Duties: none, its my wife's business. (3) *666434- Red Sneakers for Oakley; Investment related: No; Palm Beach, Florida; Health and Welfare; Founder; Board Member; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 11-2016; During business hours: 0; After business hours: 10; Administrative; Business Development/Growth; Marketing; Accounting/Bookkeeping

Exams

• S66 Uniform Combined State Law Examination
  2005-04-05
• S63 Uniform Securities Agent State Law Examination
  2004-10-07

Other Names

• Robert Joseph Debbs