Morgan Stanley
47yrs
Top advisor by experience in Westport
22yrs
Richard Morrow is a fiduciary financial advisor in Westport, Connecticut, with 22 years in the industry. Richard joined RBC Capital Markets in 2022, after 12 years at Morgan Stanley and five years at Merrill. RBC Capital Markets offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 406 advisors with offices in Westport, and one of 373 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 65% of advisors nationwide
Office285 Riverside Avenue Suite 335, Westport, CT 06880
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.02 million
Advisors at the firm3,840
States licensed ?1 state
Services through RBC Capital Markets
Financial planningInvestment management for individuals and small businessesManaging private 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
- 2022 – nowRBC Capital Markets, LLCCurrent firm
- 2009 – 2022Morgan StanleyPreviously
- 2005 – 2009MerrillPreviously
Contact Richard
(212) 858-7000Firm headquarters in New York, NY. Ask for Richard. 285 Riverside Avenue Suite 335Westport, CT 06880Office · Get directions Firm websiteus.rbcwealthmanagement.com/columbus
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Questions to ask Richard
Tailored to Richard’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Richard
How do I contact Richard?
Call RBC Capital Markets at (212) 858-7000 and ask for Richard Morrow. Richard works from the Westport, CT office.
How long has Richard been a financial advisor?
Richard has been in the industry since 2005, about 22 years. More experience than 65% of advisors nationwide.
What licenses does Richard hold?
Series 66. Tap any license on this page to see what it allows.
Is Richard a fiduciary?
Richard is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Richard paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Richard 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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