Charles Patrick Robinson

CRD 401529 · Morgan Stanley · Berwyn, PA

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 63Series 7TOSIESeries 15PCSeries 1
Registered states (41): Alabama · Alaska · Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Illinois · Indiana · Iowa · Kentucky · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 52
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (9)

From the source registration record · current first

Morgan StanleyCurrent
Berwyn, PA · IA capacity

Aug 24, 2011 → present
Ubs Financial Services Inc.
BD capacity

Nov 10, 2000 → Mar 15, 2011
Ubs Financial Services Inc.
IA capacity

Jul 7, 2003 → Dec 31, 2007
Prudential Securities Incorporated
BD capacity

Sep 15, 1989 → Nov 13, 2000
Thomson Mckinnon Securities Inc.
BD capacity

Apr 3, 1984 → Sep 15, 1989
Prudential-Bache Securities Inc.
BD capacity

Sep 16, 1977 → Apr 23, 1984
Bache Halsey Stuart Inc.
BD capacity

Aug 27, 1976 → Sep 16, 1977
Bache & Co Incorporated
BD capacity

Feb 27, 1976 → Aug 27, 1976
Bache & Co., Incorporated
BD capacity

Mar 7, 1974 → Feb 27, 1976

Source & corrections

Where this page comes from

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