Robert Lincoln Beier

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

• 06/2015 → 03/2017
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 03/2017 → 04/2023
  Fidelity Investments Institutional Services Company, Inc.
  Westlake, TX
• 05/2023 → Present
  Morgan Stanley
  Fort Worth, TX
• 05/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-07-10
• S63 Uniform Securities Agent State Law Examination
  2015-08-17

Other Names

• Bobby Beier
• Robert Lincoln Beier
• Robert Beier