Robert Ackerman is a registered investment advisor at Morgan Stanley, based in Garden City, NY, 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
1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530
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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 Stanley
November 2022 - Present · 3 yrs 8 mos
Morgan StanleyBroker
November 2022 - Present · 3 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
October 2021 - November 2022 · 1 yr 1 mo
UBS Financial Services INC.Broker
October 2008 - November 2022 · 14 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - October 2008 · 1 yr 6 mos
Morgan Stanley Dw INC.Broker
September 1999 - April 2007 · 7 yrs 7 mos
Prudential Securities IncorporatedBroker
August 1989 - October 1999 · 10 yrs 2 mos
Thomson Mckinnon Securities INC.Broker
December 1987 - August 1989 · 1 yr 8 mos
Steinberg & LymanBroker
April 1985 - December 1987 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1983 - April 1985 · 2 yrs 3 mos
State Registrations15 states
CACOCTFLLAMAMDNCNJNVNYPATNTXWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.