Robert Venzor

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

• 10/2010 → 05/2026
  J.P. Morgan Chase Bank, N.A.
  Beachwood, OH
• 10/2008 → 05/2026
  J.P. Morgan Securities Llc
  Beachwood, OH
• 05/2026 → Present
  Morgan Stanley Smith Barney Llc
  Pepper-Pike, OH
• 07/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2005-09-30 → 2026-05-31
  J.P. Morgan Securities Llc
  Cleveland, OH
  Chicago, IL
  Chicago, IL
  New York, NY
• 1997-08-05 → 2005-10-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cleveland, OH

Exams

• S66 Uniform Combined State Law Examination
  2002-10-17
• S63 Uniform Securities Agent State Law Examination
  1982-07-27

Other Names

• Robert Phillip Venzor
• Robert Philip Venzor
• Robert P Venzor