Oppenheimer & Co.
47yrs
Top advisor by experience in Winston-Salem
2yrs
Robert Given is a fiduciary financial advisor in Winston-Salem, North Carolina, with 2 years in the industry. Robert joined Morgan Stanley in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office100 North Main Street Suite 2500, Winston-Salem, NC 27101
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.
Career
- Mar 2026 – nowMorgan StanleyCurrent firm
Contact Robert
Local office(336) 721-4901Ask for Robert. (914) 225-5510Main office · Purchase, NY 100 North Main Street Suite 2500Winston-Salem, NC 27101Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Robert’s local office at (336) 721-4901 or the Morgan Stanley main office at (914) 225-5510, and ask for Robert Given.
How long has Robert been a financial advisor?
Robert has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Robert hold?
Series 63, 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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