Robert Gesdorf
Robert Gesdorf is a registered investment advisor at Moors & Cabot, INC, based in Naples, FL, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,074 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Moors & Cabot charges an annual fee based on a percentage of your portfolio, billed quarterly. The exact percentage is negotiable and depends on factors like account size and complexity. The minimum fee rate is 0.5% and the maximum is 1.5%, unless approved by senior management. Moors & Cabot may aggregate multiple accounts to determine fee breakpoints. They also offer an "Advice Only" service for assets held elsewhere, billed quarterly in advance.
Location
999 Vanderbilt Beach Road, Suite 102, Naples, FL, 34108
Get directionsHistory
Regulatory History (7)
Customer Dispute
March 2014Regulatory
March 2014Regulatory
November 2013Regulatory
December 2012Employment Separation After Allegations
June 2010Customer Dispute
May 1994Customer Dispute
June 1989Employment History
Current Registrations
Moors & Cabot, INC
Moors & Cabot, INC.Broker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Robert W. Baird & CO. Incorporated
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Mcdonald Investments INC.Broker
Painewebber IncorporatedBroker
State Registrations20 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.