RS
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Robert Servidio
38 Years of Experience
Fort Myers, FL
3 DisclosuresBroker
Robert Servidio is a registered investment advisor at Morgan Stanley, based in Fort Myers, FL, with 38 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
7811 University Pointe Drive, Suite 100, Fort Myers, FL, 33907
Get directionsHistory
Regulatory History (3)
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Customer Dispute
August 2008Settled
Customer Dispute
April 2008Settled
Customer Dispute
July 2003Settled
Employment History
Current Registrations
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2007 - March 2022 · 14 yrs 10 mos
Citigroup Global Markets INC.
May 2007 - March 2022 · 14 yrs 10 mos
Citicorp Investment Services
December 2004 - May 2007 · 2 yrs 5 mos
Citicorp Investment ServicesBroker
June 1992 - May 2007 · 14 yrs 11 mos
Citicorp Financial Services,inc.Broker
September 1987 - June 1992 · 4 yrs 9 mos
State Registrations20 states
CACOCTDCDEFLGAIDILMAMDNCNJNYRISCTXVAWAWI
AdvisorBrokerBoth
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
No exam information available for this advisor.