Robert Revet - Morgan Stanley Smith Barney Financial Advisor - Newport Beach, CA
Morgan Stanley Smith Barney
Robert Revet, CRPS, CRPC
Financial Advisor
Financial Planning Specialist
660 Newport Center Drive
Suite 1100
Newport Beach, CA 92660
tel: (949) 717-5420
fax: (949) 717-5333
Email Me

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 to preserve and grow 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
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Services
  • 529 Plans
  • Asset Management
  • Business Planning
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Retirement Planning
  • Wealth Management
Education and Licensing
  • Master of Science -
    Industrial Engineering and Management Science, 1987
    University of Eindhoven
    Eindhoven, The Netherlands
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Insurance License
  • CRPS: Chartered Retirement Plans Specialist
  • CRPC: Chartered Retirement Planning Counselor
  • Fluent in Dutch and German
Honors and Recognition
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Business Experience
  • 2006 - Present: Morgan Stanley Smith Barney

    Financial Advisor
    Financial Planning Specialist
    Newport Beach, CA
  • 1997 - 2005: Charm Classic

    CEO / Owner
    The Netherlands
  • 1999 - 2005: Ilrope

    President - Commercial Real Estate
    The Netherlands
  • 1989 - 1996: Heldense Exclusive

    Vice President - Marketing & Sales
  • 1987 - 1988: Army

    First Lieutenant

Bulletin Board

  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.

  • As Financial Advisors whose focus is on wealth management, we know all about the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments— to talk to us about your business needs, too, call or email us.

  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Call or email us about advice that goes beyond investments. A new standard for retirement planning.

Robert Revet is licensed in the following state(s): CA, FL, NJ, NV
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.
Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
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 Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
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Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
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.
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