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Advisors / District of Columbia / Washington
31yrs

Robert Pascal

Financial advisor at Morgan Stanley

Robert Pascal is a fiduciary financial advisor in Washington, District of Columbia, with 31 years in the industry. Robert joined Morgan Stanley in 2009, after nine years at Citigroup Global Markets. 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 1327 advisors with offices in Washington, and one of 1282 fiduciaries.

Washington, DC 20006Top 15% by experience nationwideFiduciary advisor
Call Morgan StanleyDirections

At a glance

Experience31 years (since 1995)
How that compares ?Top 15% by experience nationwide
Office1775 I Street, North West Suite 200, Washington, DC 20006
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 ?2 states

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. 2009 – now
    Morgan StanleyCurrent firm
  2. 2000 – 2009

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 Pascal. Robert works from the Washington, DC office.

How long has Robert been a financial advisor?

Robert has been in the industry since 1995, about 31 years. Top 15% by experience nationwide.

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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