Robert Sartori is a registered investment advisor at Morgan Stanley, based in Mystic, CT, 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
12 Coogan Boulevard, Suite 201, Mystic, CT, 06355
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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 StanleyBroker
October 2022 - Present · 3 yrs 7 mos
Morgan Stanley
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
September 2010 - October 2022 · 12 yrs 1 mo
Wells Fargo Clearing Services, LLC
September 2010 - October 2022 · 12 yrs 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - September 2010 · 1 yr 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2010 · 1 yr 3 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 1999 - April 2007 · 8 yrs 3 mos
Morgan Stanley Dw INC.Broker
September 1996 - April 2007 · 10 yrs 7 mos
Janney Montgomery Scott INC.Broker
April 1994 - September 1996 · 2 yrs 5 mos
Pruco Securities CorporationBroker
March 1988 - April 1994 · 6 yrs 1 mo
The Prudential Insurance Company of AmericaBroker
March 1988 - December 1993 · 5 yrs 9 mos
State Registrations23 states
AZCACOCTDCFLGAILMAMDMENCNENHNJNVNYPARITXVAVTWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.