Wells Fargo Advisors
43yrs
Top advisor by experience in Melbourne
18yrs
Robert Schepperle
Financial advisor at Morgan Stanley
Robert Schepperle is a fiduciary financial advisor in Melbourne, Florida, with 18 years in the industry. After seven years at Merrill, Robert joined Morgan Stanley in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 290 advisors with offices in Melbourne, and one of 268 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 55% of advisors in Florida
Office8150 North Wickham Road, Melbourne, FL 32940
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
- 2024 – nowMorgan StanleyCurrent firm
- 2017 – 2024MerrillPreviously
- 2013 – 2017Morgan StanleyPreviously
- 2008 – 2013MerrillPreviously
Contact Robert
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Robert. 8150 North Wickham RoadMelbourne, FL 32940Office · 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 Schepperle. Robert works from the Melbourne, FL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2008, about 18 years. More experience than 55% 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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