RS
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Robert Sperber
33 Years of Experience
Coral Gables, FL
1 DisclosureBroker
Robert Sperber is a registered investment advisor at Morgan Stanley, based in Coral Gables, 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
220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2025Pending
Other Business Activities
Robert attends semi-annual meetings for the University of Miami's President's Council. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
February 2025 - Present · 1 yr 7 mos
Morgan Stanley
February 2025 - Present · 1 yr 7 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
December 2015 - February 2025 · 9 yrs 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
December 2015 - February 2025 · 9 yrs 2 mos
Barclays Capital INC.
December 2013 - December 2015 · 2 yrs
Barclays Capital INC.Broker
June 2010 - December 2015 · 5 yrs 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - July 2010 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
November 2006 - June 2009 · 2 yrs 7 mos
UBS Financial Services INC.
October 1999 - December 2006 · 7 yrs 2 mos
UBS Financial Services INC.Broker
October 1999 - December 2006 · 7 yrs 2 mos
Cibc World MarketsBroker
November 1995 - November 1999 · 4 yrs
Painewebber IncorporatedBroker
January 1994 - November 1995 · 1 yr 10 mos
Smith Barney Shearson INC.Broker
July 1993 - January 1994 · 6 mos
Lehman Brothers INC.Broker
December 1992 - July 1993 · 7 mos
State Registrations30 states
AZCACOCTDCDEFLGAILKSMAMDMIMNMONCNJNVNYPAPRRISCTXUTVAVTWAWIWY
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.