Robert Beylickjian, financial advisor Lawrence Township NJ
93 score

Robert Beylickjian

CRD Number: 1930448
Current Firm: Morgan Stanley

Robert Beylickjian (CRD# 1930448) is an Investment Advisor Representative working at Morgan Stanley in Lawrence Township, NJ and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney Lawrenceville, NJ Jun 2009 - Current 7
Morgan Stanley & Company, Incorporated Lawrenceville, NJ Oct 2007 - Current 9
Wachovia Securities LLC Trenton, NJ Sep 2007 - Oct 2007 < 1
Wachovia Securities LLC Princeton, NJ Aug 2007 - Sep 2007 < 1
Wachovia Securities LLC Lawrenceville, NJ Sep 2006 - Aug 2007 < 1
Wachovia Securities LLC Washington, DC Jul 2003 - Sep 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1989
S65 NASAA Investment Advisors Law Examination Mar 1992
Contact Info for Robert G. Beylickjian
Phone Number: 914-225-5510
Registered State(s):
  • NJ
  • 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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