Robert Peretti is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 28 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
28 State Street 26th Floor, Boston, MA, 02109
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Regulatory History (1)
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Customer Dispute
July 1999Denied
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
April 2000 - June 2009 · 9 yrs 2 mos
Salomon Smith Barney INC.Broker
May 1998 - April 2000 · 1 yr 11 mos
Smith Barney INC.Broker
September 1997 - March 1998 · 6 mos
Waterhouse Securities, INC.Broker
February 1997 - September 1997 · 7 mos
State Registrations2 states
MATX
AdvisorBroker
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Exams
No exam information available for this advisor.