Robert Lee Godown

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

• 12/2009 → Present
  Morgan Stanley Smith Barney
  Bethlehem, PA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2004-01-01 → 2009-12-09
  Pnc Wealth Management Llc
  Nazareth, PA
  Whitehall, PA
• 2003-06-03 → 2004-01-01
  J.J.B. Hilliard, W.L. Lyons, Llc
  Whitehall, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-26
• S63 Uniform Securities Agent State Law Examination
  1991-09-23

Other Names

• Robert Lee Jr Godown