RL
RL

Robert Labriola

33 Years of Experience
Naples, FL
4 DisclosuresBroker

Robert Labriola is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 33 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

8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2012
Settled
Customer Dispute
August 2010
Settled
Customer Dispute
December 2009
Settled
Customer Dispute
October 2009
Settled
Employment History
Current Registrations
Morgan Stanley
May 2025 - Present · 1 yr
Morgan Stanley
May 2025 - Present · 1 yr
Morgan StanleyBroker
May 2025 - Present · 1 yr
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2014 - May 2025 · 10 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2014 - May 2025 · 10 yrs 10 mos
Morgan Stanley
January 2010 - July 2014 · 4 yrs 6 mos
Morgan StanleyBroker
June 2009 - July 2014 · 5 yrs 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - January 2010 · 7 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
Citigroup Global Markets INC.Broker
June 2000 - April 2007 · 6 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1995 - June 2000 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1995 - November 1995 · 0 mos
Painewebber IncorporatedBroker
December 1992 - November 1995 · 2 yrs 11 mos
State Registrations38 states
ALAZCACOCTDCDEFLGAILINKSKYMAMDMIMNMOMTNCNHNJNMNVNYOHORPARISCTNTXUTVAVTWAWIWV
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 Labriola - Financial Advisor | TrueAdvisor