Robert A Mclalan

CRD 725064 · Morgan Stanley · San Mateo, CA

IA RegisteredBroker

Also appears in the source record as: Robert Alden Mclalan Jr

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 65Series 63Series 8SIESeries 7
Registered states (25): Arizona · Arkansas · California · Colorado · Florida · Georgia · Hawaii · Illinois · Maryland · Massachusetts · Michigan · Minnesota · Montana · Nevada · New York · North Carolina · Oklahoma · Oregon · South Dakota · Texas · Utah · Vermont · Virginia · Washington · Wisconsin
Years in the industry (source record): 45
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
San Mateo, CA · IA capacity

Mar 11, 2011 → present
Ubs Financial Services Inc.
BD capacity

May 4, 2001 → Mar 21, 2011
Ubs Financial Services Inc.
IA capacity

May 4, 2001 → Mar 21, 2011
Robertson Stephens, Inc.
BD capacity

Sep 1, 1998 → May 25, 2001
Bancamerica Robertson Stephens
BD capacity

Jul 29, 1998 → Sep 1, 1998
Hambrecht & Quist LLC
BD capacity

Aug 3, 1995 → Jul 30, 1998
Bear, Stearns & Co. Inc.
BD capacity

Dec 21, 1987 → Aug 8, 1995
L. F. Rothschild & Co. Incorporated
BD capacity

Jul 1, 1985 → Jan 1, 1988
Dean Witter Reynolds Inc.
BD capacity

Feb 23, 1981 → Jul 11, 1985

Source & corrections

Where this page comes from

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