Robert Servidio is a registered investment advisor at Morgan Stanley, based in Ossining, NY, with 39 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
Ossining, NY
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2008Customer Dispute
April 2008Customer Dispute
July 2003Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Citicorp Financial Services,inc.Broker
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.
Exams
More Advisors
- Jeffrey Blazek, CFANeuberger Berman Bd LLC
- Christopher Judge, CFPSpc
- Lawrence Blau, CFPLl Financial Services, LLC
- Joseph Gallo, CFPFieldstone Money Management, INC.