Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
18yrs
Based in Boca Raton, Florida, Robert Eigen is a fiduciary financial advisor with 18 years of industry experience. Robert joined Morgan Stanley in 2009, after a year at Wells Fargo Advisors. 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 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 57% of advisors in Florida
Office595 South Federal Highway Suite 400, Boca Raton, FL 33432
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 ?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 66Uniform Combined State Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- Nov 2008 – Dec 2009Wells Fargo Clearing Services, LLCPreviously
Contact Robert
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Robert. 595 South Federal Highway Suite 400Boca Raton, FL 33432Office · 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 Eigen. Robert works from the Boca Raton, FL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2008, about 18 years. More experience than 57% of advisors in Florida.
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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