Robert Matheson Fox

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
  Toledo, OH
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 06/2016 → Present
  Morgan Stanley
  Bozeman, MT

Previous Registrations

• 2006-12-04 → 2009-06-01
  Citigroup Global Markets Inc.
  Toledo, OH
  Toledo, OH
• 2005-09-22 → 2006-12-08
  Keybanc Capital Markets Inc.
  Perrysburg, OH
  Perrysburg, OH

Other Businesses

RENTAL PROPERTY, OWNER; START DATE: 01/2016; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 2; INVESTMENT RELATED; BOZEMAN, MT MATHESON HOLDINGS,LLC,OWNER;INVESTMENT RELATED;START DATE:02/2016;DURING BUSINESS HOURS-0,AFTER BUSINESS HOURS-1;S.TRACY AVENUE,BOZEMAN MT *535182- Warriors & Quiet Waters Foundation; Investment related: No; Bozeman, Montana; Combat wounded post 911 veterans; Board Member, Finance Committee, Investment Committee, Board Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 1; After business hours: 5; General guidance on future of the organization. Treasurer of the Board

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-13
• S63 Uniform Securities Agent State Law Examination
  1988-09-27

Other Names

• Robert Matheson Fox
• Robert Matheson Fox Iii
• Robert Matheson Fox
• Robert Matheson Fox Iii