RM
RM
Robert Moscovitz is a registered investment advisor at Morgan Stanley, based in New York, NY, with 29 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
55 East 52nd Street, 7th Floor, New York, NY, 10055
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Regulatory History (1)
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Customer Dispute
July 2009Settled
Employment History
Current Registrations
Morgan Stanley
March 2021 - Present · 5 yrs 2 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley
March 2014 - December 2014 · 9 mos
Citigroup Global Markets INC.Broker
April 2009 - June 2009 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1996 - April 2009 · 12 yrs 8 mos
State Registrations28 states
ALAZCACOCTDEFLGAILLAMAMDMEMINCNJNMNVNYOHORPASCTXVAVTWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.