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Robert Mark Linden

Morgan Stanley

Indianapolis, IN

CRD 2510739

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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_RES 2010-12-09
IN RA APPROVED 2010-12-02
  • TX RA
    APPROVED_RES
    Since 2010-12-09
  • IN RA
    APPROVED
    Since 2010-12-02

Branch Locations

800 East 96Th Street Suite 400, Indianapolis, IN 46240 • 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
Morgan Stanley Smith Barney Indianapolis IN 12/2010 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 12/2010 → Present
    Morgan Stanley Smith Barney
    Indianapolis, IN
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2008-01-01 → 2010-12-03
    Wells Fargo Clearing Services, Llc
    Indianapolis, IN
  • 2001-04-05 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Indianapolis, IN
    St. Louis, MO
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-14
  • S66 Uniform Combined State Law Examination
    2000-12-14
Other Names
  • R Mark Linden

View on SEC IAPD

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Nearby Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
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