Robert C Reynolds

CRD 1293707

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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

Authority	Category	Status	Date
SC	RA	APPROVED	2024-02-15
TX	RA	APPROVED	2022-01-25
NJ	RA	APPROVED	2018-07-25

SC RA
APPROVED

Since 2024-02-15
TX RA
APPROVED

Since 2022-01-25
NJ RA
APPROVED

Since 2018-07-25

Branch Locations

850 Morrison Drive Suite 800, Charleston, SC 29403 • 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

Organization	City	State	From	To
Olivetree Financial, Llc	Stamford	CT	04/2016	01/2017
Unemployed	Summit	NJ	01/2017	06/2018
Morgan Stanley Smith Barney Llc	Charleston	SC	06/2018	Present
Morgan Stanley Private Bank, N.A.	New York	NY	07/2018	Present

04/2016 → 01/2017

Olivetree Financial, Llc

Stamford, CT
01/2017 → 06/2018

Unemployed

Summit, NJ
06/2018 → Present

Morgan Stanley Smith Barney Llc

Charleston, SC
07/2018 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-07-25
S63	Uniform Securities Agent State Law Examination	1985-04-12

S65 Uniform Investment Adviser Law Examination

2018-07-25
S63 Uniform Securities Agent State Law Examination

1985-04-12

Other Names

Robert Clinton Reynolds

View on SEC IAPD

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