J.p. Morgan Securities
47yrs
Top advisor by experience at J.p. Morgan Securities
33yrs
Based in San Francisco, California, Robert Sutton is a fiduciary financial advisor with 33 years of industry experience. Robert has been with Morgan Stanley since 2014; before that, Robert spent three years at Intl Advisory Consultants and two years at Nollenberger Capital Partners. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 10% by experience in San Francisco
Office555 California Street 35th Floor, San Francisco, CA 94104
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowMorgan StanleyCurrent firm
- 2011 – 2014Intl Advisory Consultants Inc.Previously
- Mar 2009 – Feb 2011Nollenberger Capital Partners Inc.Previously
- Aug 2004 – Aug 2004Citigroup Global Markets Inc.Previously
- 1997 – 2009
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Morgan Stanley at 914-225-5510 and ask for Robert Sutton. Robert works from the San Francisco, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1994, about 33 years. Top 10% by experience in San Francisco.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Delta Investment Management
47yrs
Top advisor by experience at Delta Investment Management
UBS Financial Services
47yrs
Top 1% by experience in San Francisco
UBS Financial Services
47yrs
Top 1% by experience in San Francisco
Raymond James & Associates
47yrs
Top 1% by experience in San Francisco
UBS Financial Services
47yrs
Top 1% by experience in San Francisco