Robert Goode, financial advisor Dallas TX
93 score

Robert Goode

CRD Number: 4507973
Current Firm: Morgan Stanley

Robert Goode (CRD# 4507973) is an Investment Advisor Representative working at Morgan Stanley in Dallas, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney Dallas, TX Jun 2009 - Current 7
Morgan Stanley & Company, Incorporated Dallas, TX Apr 2007 - Jun 2009 2
Morgan Stanley Dw Inc. Dallas, TX Jan 2002 - Apr 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Robert A. Goode
Phone Number: 914-225-5510
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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