Best Investors Account Sign in

Robin Renee Pierce

Morgan Stanley

Oklahoma City, OK

CRD 856090

Claim This Profile
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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-26
OK RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2020-03-26
  • OK RA
    APPROVED
    Since 2009-06-01

Branch Locations

6305 Waterford Boulevard Suite 240, Oklahoma City, OK 73118 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc. Oklahoma City OK 07/1993 Present
Morgan Stanley Smith Barney Oklahoma City OK 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 07/1993 → Present
    Citigroup Global Markets Inc.
    Oklahoma City, OK
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Oklahoma City, OK
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1981-02-06
  • S63 Uniform Securities Agent State Law Examination
    1981-02-06

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HILLTOP SECURITIES INC.
LPL FINANCIAL LLC

Nearby Investors

Matthew Kyle Sanders
Scott Morrison Mullins
Bridgette Nicole Hundon

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OKLAHOMA CITY, OK
HILLTOP SECURITIES INC. · OKLAHOMA CITY, OK
LPL FINANCIAL LLC · OKLAHOMA CITY, OK

More in Oklahoma City, OK

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor