Robert B Sutton

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

• 06/2014 → Present
  Morgan Stanley
  San Francisco, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2011-02-11 → 2014-06-19
  Intl Advisory Consultants Inc.
  San Francisco, CA
• 2009-03-20 → 2011-02-14
  Nollenberger Capital Partners Inc.
  San Francisco, CA
• 1997-07-08 → 2009-03-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  San Francisco, CA
• 2004-08-02 → 2004-08-13
  Citigroup Global Markets Inc.
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-07
• S63 Uniform Securities Agent State Law Examination
  1994-01-21

Other Names

• Robert B Sutton
• Brook Sutton
• Robert Brook Sutton