Robert Cornelius Isbrandtsen

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-08-30
NY	RA	APPROVED	2021-04-19
CT	RA	APPROVED	2017-12-19

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	Greenwich	CT	04/2014	07/2017
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	07/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	11/2017	Present
Unemployed	Harrison	NY	08/2017	11/2017
Bank Of America, N.A.	New York	NY	01/2018	Present

04/2014 → 07/2017

Morgan Stanley

Greenwich, CT
01/2015 → 07/2017

Morgan Stanley Private Bank, National Association

New York, NY
11/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
08/2017 → 11/2017

Unemployed

Harrison, NY
01/2018 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-05-21
S63	Uniform Securities Agent State Law Examination	1998-10-28

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