Robert I Smithline

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 → 07/2017
  Centrecourt Asset Management
  New York, NY
• 06/2019 → 07/2019
  Tailwind Capital
  New York, NY
• 06/2018 → 07/2018
  Scoggin Capital Management
  New York, NY
• 09/2016 → 05/2020
  University Of Pennsylvania
  Philadelphia, NY
• 06/2021 → 11/2021
  Guardian Life Insurance Company
  New York, NY
• 09/2021 → 10/2021
  Park Avenue Securities
  New York, NY
• 08/2020 → 04/2021
  Fordham Financial Management, Inc
  New York, NY
• 01/2022 → Present
  Morgan Stanley
  New York, NY

Other Businesses

*637902 - Premier Cash Solutions LLC; Investment related: Yes; New York, New York; Retail/Online Stores; Partner(proprietor, partner, officer, director, employee, trustee, agent); 4/2025; During business hours: 0; After business hours: 4; Administrative:Accounting/Bookkeeping

Exams

• S66 Uniform Combined State Law Examination
  2023-03-04
• S63 Uniform Securities Agent State Law Examination
  2021-02-09

Other Names

• Robert Ian Smithline