Who is Robert Stolar (CRD#: 1881745)?Everything you need to know about Robert Stolar and their accolades
Robert Stolar is the Managing Director of Morgan Stanley’s Family Wealth Group and President of the Morgan Stanley Private Bank, National Association. Mr. Stolar served as the group leader for Morgan’s Western Region Multi-Family Office Group and Family Wealth Consulting Group.
Robert Stolar worked for family offices and extremely wealthy clientele in the US. He graduated from Quinnipiac University with a J.D., the University of Illinois with a B.S., and Boston University with an LLM in Taxation.
He had served as the director of the western region, multi-family office group, and family wealth consulting group at U.S. Trust. Donald Herrema, who is in charge of private wealth management in the Americas, will be Stolar’s boss.
About FIRM:History, achievements, leadership, lawsuits, & disputes
About Morgan Stanley Wealth Management:
Early Beginnings: Smith Barney & Co.
Banking and Lending
Insurance and Annuities
Philanthropy and Social Impact Investing
What is SEC?
The Securities and Exchange Commission (SEC) in the United States is a federal government regulatory agency that works independently. Its main responsibility is to safeguard investors, ensure the securities markets operate in a fair and orderly manner, and facilitate capital formation.
Robert Stolar Disclosures: BrokerCheck, FINRA, And SEC ReportsEvery complaint, disclosure, litigation against Robert Stolar
The disclosure of client grievances and arbitrations, regulatory actions, job terminations, bankruptcy filings, and criminal or civil legal procedures is a requirement for all anyone registered to offer securities or give investment advice.
Below is a description of the sort of disclosure event involved:
- According to the claimant, among other things, her PM account had an excessively high equity allocation for someone of her age and financial situation. Unknown damages in 2020.
SEC Litigations & Forms
Robert Stolar Lawsuits, Legal Battles, & DisputesActive database of all lawsuit documents (subject to availability) against Robert Stolar
Most court cases filed in the United States of America are archived on CourtListener, UniCourt, Law.com, Justia, and Trellis. law, and Law360. If Robert Stolar has been involved in any such lawsuits, then you can find the documents using the links down below:
There might be more pending lawsuits against Robert Stolar which are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Theresa Gorin on these websites, you can contact the local authorities and check if they have a physical copy of any cases.
Robert Stolar Complaints, Class Action Lawsuits & Legal BattlesRead all class action lawsuits and SEC complaints against Robert Stolar
The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Robert Stolar using the websites down below:
Sonn Law Group
White Law Group
Israels & Neuman, PLC
You can contact the law firms mentioned above if facing issues with Robert Stolar or any financial advisor.
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