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Robyn G Moss

Morgan Stanley

Purchase, NY

CRD 5405634

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-06
NY RA APPROVED 2022-08-30
  • TX RA
    APPROVED
    Since 2023-03-06
  • NY RA
    APPROVED
    Since 2022-08-30

Branch Locations

2000 Westchester Avenue, Purchase, NY 10577 • 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
City National Rochdale Beverly Hills CA 03/2018 01/2019
Whittier Trust South Pasadena CA 06/2014 03/2018
City National Rochdale New York NY 05/2019 10/2019
Time Off New York NY 01/2019 05/2019
Morgan Stanley Smith Barney Llc New York NY 08/2022 Present
Julia B Fee Sotheby's International Realty Bronxville NY 10/2019 08/2022
  • 03/2018 → 01/2019
    City National Rochdale
    Beverly Hills, CA
  • 06/2014 → 03/2018
    Whittier Trust
    South Pasadena, CA
  • 05/2019 → 10/2019
    City National Rochdale
    New York, NY
  • 01/2019 → 05/2019
    Time Off
    New York, NY
  • 08/2022 → Present
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 10/2019 → 08/2022
    Julia B Fee Sotheby's International Realty
    Bronxville, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-12-09
  • S63 Uniform Securities Agent State Law Examination
    2022-12-09
Designations
  • Chartered Financial Analyst
Other Names
  • Robyn Giannotta
  • Robyn Giannotta Moss
  • Robyn Moss

View on SEC IAPD

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