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Robert Whittington

Morgan Stanley

Orlando, FL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-21
TX RA APPROVED_RES 2026-01-20
  • FL RA
    APPROVED
    Since 2026-01-21
  • TX RA
    APPROVED_RES
    Since 2026-01-20

Branch Locations

201 East Pine Street 11Th Floor, Orlando, FL 32801 • 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
OrganizationCityStateFromTo
Ubs Financial Services Inc. Orlando FL 02/2009 01/2026
Morgan Stanley Smith Barney Llc Orlando FL 01/2026 Present
Morgan Stanley Private Bank, N.A New York NY 01/2026 Present
  • 02/2009 → 01/2026
    Orlando, FL
  • 01/2026 → Present
    Morgan Stanley Smith Barney Llc
    Orlando, FL
  • 01/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2009-03-05 → 2026-01-27
    Winter Park, FL
    Orlando, FL
  • 2007-04-02 → 2009-03-04
    Morgan Stanley & Co. Llc
    Orlando, FL
  • 1995-10-17 → 2007-04-02
    Morgan Stanley Dw Inc.
    Orlando, FL
    Orlando, FL
Other Businesses

(1) LBJ of Marion County LLC; Investment Related; Orlando, FL; Owns Real Estate; Checking Account; Start 01-January-2015; Hours devoted to business: N/A. *678115 - TCBW LLC.; Investment related: Yes; Orlando, Florida; Holding company; Manager(proprietor, partner, officer, director, employee, trustee, agent); 9/2024; During business hours: 0; After business hours: 0.5; Administrative *678108 - Elbo of Orlando llc.; Investment related: Yes; Orlando, Florida; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 4/2009; During business hours: 0; After business hours: 0; Administrative *678117 - Elbo Hunting llc; Investment related: Yes; Orlando, Florida; Hunting Lease; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 5/2014; During business hours: 0; After business hours: 0; Administrative *679819- 326 Trail Blazer LLC; Investment related: No; Orlando, Florida; Real Estate; Manager (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 0; Administrative

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-10-25
S63 Uniform Securities Agent State Law Examination 1995-10-19
  • S65 Uniform Investment Adviser Law Examination
    1995-10-25
  • S63 Uniform Securities Agent State Law Examination
    1995-10-19
Other Names
  • Bob Whittington
  • Robert Charles Whittington

View on SEC IAPD

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