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Chawandia Y Robson

Morgan Stanley

Atlanta, GA

CRD 7345302

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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 2023-03-02
GA RA APPROVED 2023-02-27
  • TX RA
    APPROVED
    Since 2023-03-02
  • GA RA
    APPROVED
    Since 2023-02-27

Branch Locations

3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Securities Llc Alpharetta GA 04/2021 11/2022
Anthem Inc. Indianapolis IN 08/2015 12/2020
Unemployed Acworth GA 12/2020 04/2021
Morgan Stanley Smith Barney Llc Atlanta GA 11/2022 Present
  • 04/2021 → 11/2022
    E*Trade Securities Llc
    Alpharetta, GA
  • 08/2015 → 12/2020
    Anthem Inc.
    Indianapolis, IN
  • 12/2020 → 04/2021
    Unemployed
    Acworth, GA
  • 11/2022 → Present
    Morgan Stanley Smith Barney Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-22
S63 Uniform Securities Agent State Law Examination 2021-08-10
  • S65 Uniform Investment Adviser Law Examination
    2023-02-22
  • S63 Uniform Securities Agent State Law Examination
    2021-08-10
Other Names
  • Chawandia Yvette Robson
  • Chawandia Yvette Mack
  • Chawandia Mack
  • Chawandia Robson

View on SEC IAPD

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