Bruce Juan Robinson

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

• 11/2019 → 07/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bala Cynwyd, PA
• 05/2019 → 11/2019
  Unemployed
  Philadelphia, PA
• 01/2014 → 05/2019
  University Of The Sciences In Philadelphia
  Philadelphia, PA
• 01/2017 → 03/2019
  Citizens Bank
  West Chester, PA
• 04/2020 → 07/2022
  Bank Of America N.A.
  Bala Cynwyd, PA
• 07/2022 → Present
  Morgan Stanley
  Baltimore, MD

Previous Registrations

• 2020-12-08 → 2022-07-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Bala Cynwyd, PA

Other Businesses

I*399643 For profit or not for profit: Entity For Profit Name of outside business organization: LYFT Inc Investment related: N Address of business: San Francisco, California, 94107 Nature of business: ["Corporation"] Position, title, association: ["Other","Treasurer"], Start date of relationship: 4/26/2021 Number of hours devoted: 80 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Driver, Lyft is a car ride sharing company. I will work as a Lyft driver on the weekends and some weekday evenings. I will be responsible for driving people from one location to another. *573128 - Instacart; Investment related-No; San Francisco, California; deliver groceries and other packages; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 64; Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2020-12-04

Other Names

• Bruce J Robinson