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Robert Francis Lynch

Morgan Stanley

Marco Island, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
FL RA APPROVED 2019-03-20
NJ RA APPROVED 2018-02-16
TX RA APPROVED_RES 2014-03-03
  • NY RA
    APPROVED
    Since 2021-06-16
  • FL RA
    APPROVED
    Since 2019-03-20
  • NJ RA
    APPROVED
    Since 2018-02-16
  • TX RA
    APPROVED_RES
    Since 2014-03-03

Branch Locations

928 North Collier Boulevard 3Rd Floor, Marco Island, FL 34145 • 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 Smith Barney Marco Island FL 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Marco Island, FL
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-15
S63 Uniform Securities Agent State Law Examination 1985-10-05
  • S65 Uniform Investment Adviser Law Examination
    2018-02-15
  • S63 Uniform Securities Agent State Law Examination
    1985-10-05

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · Marco Island, FL
EDWARD JONES · Marco Island, FL
CONNECTICUT WEALTH MANAGEMENT, LLC · Marco Island, FL
CHARLES SCHWAB & CO., INC. · Marco Island, FL
CHARLES SCHWAB & CO., INC. · Marco Island, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MARCO ISLAND, FL
CLEARSHARES LLC · MARCO ISLAND, FL
CIC, LLC · MARCO ISLAND, FL

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