Robert Ballard is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Naples, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a trustee for The Gennari Family Irrevocable Trust, dedicating minimal time. He also owns rental properties and is involved in their management and accounting, spending minimal time on these activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations36 states
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