RA
RA

Robert Alati

63 Years of Experience
Miami, FL
Broker

Robert Alati is a registered investment advisor, based in Miami, FL, with 63 years of industry experience.

Location

1450 Brickell Avenue, Suite 2610, Miami, FL, 33131

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History

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.

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Employment History
Current Registrations
Sanctuary Advisors, LLC
November 2021 - Present · 4 yrs 6 mos
Sanctuary Securities, INC.Broker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Morgan Stanley
October 2010 - December 2021 · 11 yrs 2 mos
Morgan StanleyBroker
June 2009 - December 2021 · 12 yrs 6 mos
Citigroup Global Markets INC.Broker
February 2008 - June 2009 · 1 yr 4 mos
UBS Financial Services INC.Broker
January 1980 - February 2008 · 28 yrs 1 mo
Paine, Webber, Jackson & Curtis IncorporatedBroker
January 1963 - January 1980 · 17 yrs
State Registrations25 states
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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.
Robert Alati - Financial Advisor | TrueAdvisor