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Advisors / Texas / Austin
32yrs

Robert Brewer

Financial advisor at Morgan Stanley

Based in Austin, Texas, Robert Brewer is a fiduciary financial advisor with 32 years of industry experience. Robert has been with Morgan Stanley since 2023; before that, Robert spent 29 years at Merrill. 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 3498 advisors with offices in Austin, and one of 3168 fiduciaries.

Austin, TX 78746Top 10% by experience in AustinFiduciary advisor
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At a glance

Experience32 years (since 1994)
How that compares ?Top 10% by experience in Austin
Office8701 Bee Caves Road Suite 300, Austin, TX 78746
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2023 – now
    Morgan StanleyCurrent firm
  2. 1994 – 2023
    MerrillPreviously

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. What does a financial plan with you include, and how often is it updated?
  5. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  6. Where would my money be held, and will I get statements directly from that firm?

My notes and scorecard

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About Robert

How do I contact Robert?

Call Morgan Stanley at (914) 225-5510 and ask for Robert Brewer. Robert works from the Austin, TX office.

How long has Robert been a financial advisor?

Robert has been in the industry since 1994, about 32 years. Top 10% by experience in Austin.

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.

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