Robert Panza is a registered investment advisor at Morgan Stanley, based in Westport, CT, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
500 Post Road East, 3rd Floor, Westport, CT, 06880
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
February 2009 - June 2009 · 4 mos
Morgan Stanley & CO. Incorporated
February 2009 - June 2009 · 4 mos
UBS Financial Services INC.
September 1991 - February 2009 · 17 yrs 5 mos
UBS Financial Services INC.Broker
March 1990 - February 2009 · 18 yrs 11 mos
Shearson Lehman Hutton INC.Broker
January 1984 - March 1990 · 6 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
November 1982 - January 1984 · 1 yr 2 mos
State Registrations27 states
AZCACOCTDCFLGAIDILINMAMDMSNCNJNVNYOHORPARISCTXUTVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.