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Robert S Breyer

Morgan Stanley

Burlingame, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-30
TX RA APPROVED 2025-10-30
NY RA APPROVED 2024-11-04
  • CA RA
    APPROVED
    Since 2025-10-30
  • TX RA
    APPROVED
    Since 2025-10-30
  • NY RA
    APPROVED
    Since 2024-11-04

Branch Locations

216 Lorton Avenue Suite 200, Burlingame, CA 94010 • 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 Burlingame CA 06/2023 Present
Punch And Associates Edina MN 11/2022 12/2022
Keybank Bellevue WA 06/2022 09/2022
Twain Financial Partners Llc St. Louis MO 11/2020 12/2020
Pagliacci Pizza Bellevue WA 06/2018 09/2021
Lakeside School Shorelines WA 09/2015 06/2019
Carleton College Northfield MN 09/2019 06/2023
Dis Copenhagen 09/2021 12/2021
  • 06/2023 → Present
    Morgan Stanley
    Burlingame, CA
  • 11/2022 → 12/2022
    Punch And Associates
    Edina, MN
  • 06/2022 → 09/2022
    Keybank
    Bellevue, WA
  • 11/2020 → 12/2020
    Twain Financial Partners Llc
    St. Louis, MO
  • 06/2018 → 09/2021
    Pagliacci Pizza
    Bellevue, WA
  • 09/2015 → 06/2019
    Lakeside School
    Shorelines, WA
  • 09/2019 → 06/2023
    Carleton College
    Northfield, MN
  • 09/2021 → 12/2021
    Dis
    Copenhagen
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-03
S63 Uniform Securities Agent State Law Examination 2023-09-02
  • S66 Uniform Combined State Law Examination
    2024-11-03
  • S63 Uniform Securities Agent State Law Examination
    2023-09-02

View on SEC IAPD

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REFACTOR CAPITAL MANAGEMENT, LLC
POPLAR POINT CAPITAL MANAGEMENT LLC

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JOHN ROBERT OGILVIE
DARRIN ANDREW CHOW
RICHA RASTOGI
JACKSON WILLIAMS KEMPKER
ELENA NETTA FASSIO

Other Offices

STRATEGIC ADVISERS LLC · BURLINGAME, CA
JARIS ASSET MANAGEMENT · BURLINGAME, CA
HOMEBREW VENTURES · BURLINGAME, CA
YK BIOVENTURES · BURLINGAME, CA
J.P. MORGAN SECURITIES LLC · BURLINGAME, CA
INDEPENDENCE SQUARE HOLDINGS, LLC · Burlingame, CA
REFACTOR CAPITAL MANAGEMENT, LLC · BURLINGAME, CA
POPLAR POINT CAPITAL MANAGEMENT LLC · BURLINGAME, CA

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