Robert Goeren

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

• 11/2015 → Present
  Morgan Stanley
  New York, NY

Other Businesses

*583110 - Airbnb Riveria Maya; Investment related: Yes; Mexico; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 5; Accounting/Bookkeeping, Other

Exams

• S66 Uniform Combined State Law Examination
  2022-04-04