Robert Dupree (CRD# 1904637) is an Investment Advisor Representative working at Morgan Stanley in Alpharetta, GA and has over 35 years of experience in the finance industry.
CRD# 5822473
Rockefeller Capital Management
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley | Alpharetta, GA | Sep 2023 - Current | 1 |
Morgan Stanley | Alpharetta, GA | Sep 2023 - Current | 1 |
Morgan Stanley | Alpharetta, GA | Nov 2022 - Current | 1 |
E*trade Securities LLC | Alpharetta, GA | Dec 2019 - Current | 4 |
E*trade Capital Management LLC | Alpharetta, GA | Dec 2019 - Current | 4 |
Unemployed | Alpharetta, GA | Dec 2017 - Dec 2019 | 2 |
Nationwide Investment Services Corp | Columbus, OH | Apr 2013 - Dec 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1989 |
S65 | NASAA Investment Advisors Law Examination | Feb 1996 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- GA
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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