Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
21yrs
Robert Mitchell is a fiduciary financial advisor in Columbus, Ohio, with 21 years in the industry. Robert joined Morgan Stanley in 2009, after three 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 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 66% of advisors in Columbus
Office4343 Easton Commons, Columbus, OH 43219
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.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2006 – 2009Citigroup Global Markets Inc.Previously
Contact Robert
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Robert. 4343 Easton CommonsColumbus, OH 43219Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
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 Mitchell. Robert works from the Columbus, OH office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2006, about 21 years. More experience than 66% of advisors in Columbus.
What licenses does Robert hold?
Series 66. 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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