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Robert J. Lankin

Some features on this profile are disabled
CRD#: 7064520
RL

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Jason Lankin, who also goes by Rob Lankin, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2019. Robert had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Rob Lankin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

March 6, 2020 - January 13, 2026

MORGAN STANLEY

RIA
CRD#: 149777
DOYLESTOWN, PA
Past

March 6, 2020 - January 13, 2026

MORGAN STANLEY

BD
CRD#: 149777
DOYLESTOWN, PA
Past

March 29, 2019 - March 11, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
DOYLESTOWN, PA
Past

March 11, 2019 - March 11, 2020

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
DOYLESTOWN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MORGAN STANLEY
MORGAN STANLEY
CITIGROUP INSTITUTIONAL CONSULTING | SMITH BARNEY | PRIVATE PORTFOLIO GROUP | MORGAN STANLEY WEALTH MANAGEMENT | MORGAN STANLEY SMITH BARNEY LLC | MORGAN STANLEY SMITH BARNEY | MORGAN STANLEY PRIVATE WEALTH MANAGEMENT | MORGAN STANLEY CONSULTING GROUP | MORGAN STANLEY | GRAYSTONE CONSULTING | E*TRADE FROM MORGAN STANLEY | CONSULTING GROUP

CRD#: 149777 / SEC#: 801-70103, 8-68191

RIA
Registered Investment Advisory firm - SEC (5/11/2009 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/29/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/11/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/8/2019
Securities Industry Essentials Examination

Current Firm

MORGAN STANLEY
MORGAN STANLEY
CITIGROUP INSTITUTIONAL CONSULTING | SMITH BARNEY | PRIVATE PORTFOLIO GROUP | MORGAN STANLEY WEALTH MANAGEMENT | MORGAN STANLEY SMITH BARNEY LLC | MORGAN STANLEY SMITH BARNEY | MORGAN STANLEY PRIVATE WEALTH MANAGEMENT | MORGAN STANLEY CONSULTING GROUP | MORGAN STANLEY | GRAYSTONE CONSULTING | E*TRADE FROM MORGAN STANLEY | CONSULTING GROUP

CRD#: 149777 / SEC#: 801-70103, 8-68191

RIA
Registered Investment Advisory firm - SEC (5/11/2009 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
2000 Westchester Avenue, Purchase, NY 10577-2530
Mailing Address
1300 Thames Street C/o Shared Services Compliance - Registration, Baltimore, MD 21231
Phone number
(914) 225-1000
Established
Delaware since 02/02/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
29,200

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

SELECT UMA PROGRAM BROCHURE (2/4/2026)
SEPARATE MANAGED ACCOUNT WRAP PROGRAM BROCHURE (12/10/2025)
OUTSOURCED CHIEF INVESTMENT OFFICE (OCIO) (12/10/2025)
GRAYSTONE CONSULTING PROGRAM BROCHURE (12/10/2025)
PRIVATE WEALTH MANAGEMENT CONSULTING SERVICES PROGRAM BROCHURE (11/6/2025)
PORTFOLIO MANAGEMENT AND INSTITUTIONAL CASH ADVISORY PROGRAM BROCHURE (10/24/2025)
FINANCIAL PLANNING SERVICES PROGRAM BROCHURE (10/22/2025)
CONSULTING GROUP ADVISOR PROGRAM BROCHURE (10/17/2025)
SEPARATE MANAGED ACCOUNT COMMISSION-BASED PROGRAM BROCHURE (10/17/2025)
MORGAN STANLEY CORE PORTFOLIOS (3/28/2025)
ACCESS INVESTING PROGRAM BROCHURE (3/28/2025)
ALTERNATIVE INVESTMENTS WRAP PROGRAM BROCHURE (3/28/2025)
INSTITUTIONAL SERVICES PROGRAM BROCHURE (3/28/2025)

Direct owners and executive officers

NamePositionCRD#
MORGAN STANLEY CAPITAL MANAGEMENT, LLCMEMBER
CROWE, JOHN WILLIAMCHIEF FINANCIAL OFFICER5475007
FINN, JEDDIRECTOR, CHAIRMAN, PRESIDENT AND CHIEF EXECUTIVE OFFICER5658048
FLETCHER, PATRICIA KAYTEXAS DESIGNATED PRINCIPAL1202060
GALASSO, DAVID ANTHONYPRINCIPAL OPERATIONS OFFICER1926502
GIVENS, WILLIAM BENJAMINCHIEF COMPLIANCE OFFICER (BD ONLY)2790454
HANSEN, TIMOTHY GERARDCHIEF COMPLIANCE OFFICER (IA ONLY )4956475
HENNESSY, MICHAEL SDIRECTOR1988660
JANOVER, JAMES TROYDIRECTOR2818307
TURNER, CHAD EDWARDDIRECTOR6009808

Regulatory assets under management

Total Number of Accounts2,539,760
AUM (Assets Under Management)$ 1,650,015,946,338

Disclosures

Regulatory Event66
Arbitration116

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/20/2025
Cover Page
Report
07/23/2024
Cover Page
Report
08/24/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MORGAN STANLEY

MORGAN STANLEY

CRD#: 149777

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