Robert Michael Burbank

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  San Francisco, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-04-21 → 2009-06-01
  Morgan Stanley & Co. Llc
  San Francisco, CA
• 2002-07-26 → 2009-05-04
  Ubs Financial Services Inc.
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  Weehawken, NJ
• 2000-05-25 → 2002-07-26
  Banc Of America Securities Llc
  San Francisco, CA

Other Businesses

2. *414521 - National Center for Ecological Analysis & Synthesis (NCEAS); Investment related - No; Santa Barbara, California; Non-Profit; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 06/2018; During business hours: 1; After business hours: 1; Business Development/Growth, Marketing *669248 - Loan to my niece and nephews, Kaila, Connor and Keegan Mulcahy; Investment related: Yes; Corte Madera, California; Loan to family members; Lender (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 1; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-07-27
• S63 Uniform Securities Agent State Law Examination
  1983-09-26