Robert Hart is a registered investment advisor at Morgan Stanley, based in Sea Girt, NJ, with 33 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
2150 Highway 35, Suite 200, Sea Girt, NJ, 08750
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2019Customer Dispute
April 2003Customer Dispute
July 2002Other Business Activities
Robert has a 33% ownership stake in Healthy Hart Fitness LLC, a health club, since 2015. He spends a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
State Registrations46 states
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
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