Brett A Robinson

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

• 04/2022 → Present
  Morgan Stanley Smith Barney Llc
  Chicago, IL
• 06/2020 → 12/2021
  Kiewit Infrastructure West Co.
  Santa Fe Springs, CA
• 06/2019 → 08/2019
  Kiewit Infrastructure West Co.
  Santa Fe Springs, CA
• 07/2018 → 08/2018
  Southwest Value Partners
  Del Mar, CA
• 12/2021 → 04/2022
  Unemployed
  Los Angeles, CA
• 08/2019 → 05/2020
  Unemployed
  Los Angeles, CA
• 08/2018 → 06/2019
  Unemployed
  Los Angeles, CA
• 04/2012 → 07/2018
  Unemployed
  Omaha, NE
• 07/2022 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-07-15