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Robert Ira Chaykin

Morgan Stanley

Los Gatos, CA

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Current Employers
Morgan Stanley

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

Current Registrations

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

Branch Locations

16000 Los Gatos Boulevard, Los Gatos, CA 95032 • 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
Morgan Stanley Smith Barney Los Gatos CA 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Los Gatos, CA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2007-10-01 → 2009-06-01
    Morgan Stanley & Co. Llc
    Los Gatos, CA
  • 2006-01-13 → 2007-10-10
    Wells Fargo Investments, Llc
    San Jose, CA
  • 2004-08-05 → 2005-09-26
    Citicorp Investment Services
    San Jose, CA
  • 2000-10-10 → 2004-08-05
    Santa Clara, CA
Other Businesses

1. JEWISH COMMUNITY RELATIONS COUNCIL OF THE JEWISH FEDERATION OF SILICON VALLEY. MEMBER OF THE BOARD OF DIRECTORS. 2. *104422 - Santa Clara County Human Rights Commission; Investment related No; san jose, California; Government; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 10/2021; During business hours: 0; After business hours: 4; advise the board of supervisors on matters pertaining to human rights for all citizen ts 3. *208425 - Jewish Silicon Valley; Investment Related - No; Los Gatos, California; Non-Profit, Charitable; Investment Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 11/2014; During Business Hours: 0; After Business Hours: 6; Investment Committee.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1991-06-12
S63 Uniform Securities Agent State Law Examination 1985-04-24
  • S65 Uniform Investment Adviser Law Examination
    1991-06-12
  • S63 Uniform Securities Agent State Law Examination
    1985-04-24

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