Robert Gregory Cormier

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
  Boston, MA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2000-09-26 → 2005-10-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wellesley Hills, MA

Other Businesses

Amos Fleisher Memorial Foundation; Board member; Chicago, IL; Not Investment related; Treasurer; Scholarship Foundation; 03/2012; During business hours: 0; After business hours: 5

Exams

• S66 Uniform Combined State Law Examination
  1999-04-29

Other Names

• Robert G Cormier