Morgan Stanley
47yrs
Top advisor by experience in New York
7yrs
Robert Mitchell
Financial advisor at Morgan Stanley
Based in New York, New York, Robert Mitchell is a fiduciary financial advisor with 7 years of industry experience. Robert has been with Morgan Stanley since 2019. 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 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office399 Park Avenue 12th Floor, New York, NY 10022
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
- 2019 – nowMorgan StanleyCurrent firm
Contact Robert
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Robert. 399 Park Avenue 12th FloorNew York, NY 10022Office · 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 New York, NY office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2019, about 7 years. 7 years in the industry.
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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