Robert Michael Lenderink

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

Authority	Category	Status	Date
NC	RA	APPROVED	2023-12-12
TX	RA	APPROVED	2020-03-10
AZ	RA	APPROVED	2018-11-19

NC RA
APPROVED

Since 2023-12-12
TX RA
APPROVED

Since 2020-03-10
AZ RA
APPROVED

Since 2018-11-19

Branch Locations

6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney	Charlotte	NC	06/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

06/2009 → Present

Morgan Stanley Smith Barney

Charlotte, NC
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

2004-12-16 → 2006-12-31

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Phoenix, AZ

Phoenix, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-11-14
S63	Uniform Securities Agent State Law Examination	1991-11-14

S65 Uniform Investment Adviser Law Examination

2018-11-14
S63 Uniform Securities Agent State Law Examination

1991-11-14

Other Names

Robert Michael Lenderink
Mike Lenderink
Micheal Micheal Lenderink
Michael Michael Lenderink

View on SEC IAPD