Robert Levalley
Robert Levalley is a registered investment advisor at Morgan Stanley, based in Pittsburgh, PA, with 41 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
One PPG Place, Suite1300, Pittsburgh, PA, 15222
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2008Customer Dispute
June 2004Customer Dispute
March 1994Other Business Activities
Robert is the Vice President of the Dayton Ski and Board Club. He attends monthly board meetings and is responsible for planning, organizing, budgeting, and promoting ski trips each winter.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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