Robert Harris Heiser Iii

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

• 02/2012 → Present
  Morgan Stanley Smith Barney (149777)
  Austin, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

1. AUSTIN MOTOR CLUB, WEBSITE; NON INVESTMENT RELATED; 2704 HILLVIEW GREEN LANE; FOUNDER; 3 HOURS PER MONTH 0 DURING SECURITIES TRADING HOURS; UPDATE AND DOWNLOAD FORMULA ONE CONTENT FOR THE WEBSITE

Exams

• S66 Uniform Combined State Law Examination
  2012-06-21

Other Names

• Robert Harris Heiser
• Robert Harris Heiser
• Robert Harris Heiser Iii