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Robert R Wyckoff

Morgan Stanley

Rockport, TX

San Antonio, TX

CRD 5485872

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-10-12
  • TX RA
    APPROVED
    Since 2015-10-12

Branch Locations

Rockport, TX • United States

7600 Broadway Suite 100, San Antonio, TX 78209 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley San Antonio TX 10/2015 Present
Morgan Stanley Private Bank, National Association San Antonio TX 11/2015 Present
  • 10/2015 → Present
    San Antonio, TX
  • 11/2015 → Present
    Morgan Stanley Private Bank, National Association
    San Antonio, TX
Previous Registrations
  • 2012-10-01 → 2015-10-22
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
  • 2011-01-03 → 2012-10-01
    Chase Investment Services Corp.
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    Schertz, TX
    San Antonio, TX
    San Antonio, TX
  • 2009-08-31 → 2010-12-15
    San Antonio, TX
  • 2008-05-05 → 2009-09-15
    San Antonio, TX
Other Businesses

*375883 - Texas Time Machine Rentals LLC; Investment related No; TX; Back to The Future DeLorean Time Machine Replica Rentals; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jul 2019; During business hours: 0; After business hours: 1

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-02
  • S66 Uniform Combined State Law Examination
    2008-05-02

View on SEC IAPD

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