Robert J. Grundmeyer - Morgan Stanley Financial Advisor - SAN DIEGO, CA
Morgan Stanley
Robert J. Grundmeyer
Consulting Group
Vice President
Financial Advisor
4350 LA JOLLA VILLAGE DR STE 1000
SAN DIEGO, CA 92122
tel: (858) 597-7748
toll-free: (800) 821-4593 
fax: (858) 597-0455

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • Porsche Club of America
    San Diego, CA
  • Nuveen Advisory Council
  • Summit Club Member
Services
  • Asset Management
  • Lending Services
  • Philanthropic Services
  • Trust Services and Accounting
  • Estate Planning
  • Family Consulting
  • Wealth Management
  • Corporate Pension Funds
  • Endowments and Foundations
  • Corporations
Education and Licensing
  • BA - Finance, Cum Laude, 1978
    National University
    San Diego, CA
  • National Honors Society, 1972
    Francis W. Parker
    San Diego, CA
  • Series 7 - General Securities License
  • Series 3 - Commodities
  • Series 63 - Uniform State Exam
  • Insurance License - Life, Annuity
Honors and Recognition
  • Outstanding Broker Award
Business Experience
  • 1995 - Present: Morgan Stanley*

    Vice President
    San Diego, CA
  • 1974 - 1995: Paine Webber

    Financial Advisor
    San Diego, CA

Bulletin Board
  • You've worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.

  • See August On the Markets from the Global Investment Committee featuring

    • "Transition Time" The Federal Reserve has continually told investors that they would be very patient and slow to raise short-term interest rates. Now, strong employment data has raised the possibility of sooner-than-expected rate hikes, says Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, and markets could continue to be volatile until they have fully recalibrated to an accelerated timetable.

    • "Fishing for Stocks in the Market’s Midstream" The cheapest stocks in the S&P 500—those with the lowest price/earnings ratios—are not necessarily the best stocks to own at this point in the market cycle. The better investments appear to be closer to the market averages.

    • "Keep an Opportunistic Eye on Mexico and India" Emerging market equities have performed well so far this year, but the Global Investment Committee is underweight in the asset class for a number of reasons, including rich valuations and a vulnerability to rising US interest rates. That said, Mexico and India stand apart. Political change and economic reforms could make them future stars.

    Plus, look for more on economics, fixed income investments and real estate.

Robert J. Grundmeyer holds the following registrations:
Securities Agent: AR, AZ, CA, CO, DC, FL, GA, HI, ID, IL, KY, MA, MD, ME, MO, MT, NC, NM, NV, NY, OH, OR, PA, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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