Morgan Stanley | Financial Advisor in Austin ,TX

301 Congress Avenue
Austin, TX 78701
Phone: (512) 370-0406

About

At Morgan Stanley, our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since Morgan Stanley was established. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you.

25 Years of Experience



General Information
Firm Start Year:   1985
States Licensed in:   tx,ny,az,ky,md,ok,va,ca,il,la,nj,oh,wi
Number of Years with Current Firm:   23
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations , Investment Clubs


Services
Investment Types:   Alternative Investments , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Insurance , Bonds , Commodities , Stocks , Annuities , Mutual Funds , Options & Futures , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your home , At your office , Via phone , Via email


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Variable Annuity , Variable Life , Long Term Care , Life
Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a commission only financial professional
Minimum Portfolio Size for New Managed Accounts:   10000
Compensation Methods:   Flat Fee , Commissions , Based on Assets
Additional Details on Charges:   No hourly fee, fee based on either mgd . acct or commission based



FAQs

Robert Fernandez

Robert Fernandez

financial planning specialist

Communities Served

see above

Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM
Sat. 9:00 AM - 1:30 PM