RP
RP
Robert Priolo is a registered investment advisor at Morgan Stanley, based in New York, NY, with 55 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
October 1992Award / Judgment
Other Business Activities
Robert is part of a committee at Mount St. Dominic Academy that discusses investment policy. This activity takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
February 2014 - Present · 12 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Salomon Brothers INC.Broker
May 1998 - September 1998 · 4 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
November 1979 - July 1993 · 13 yrs 8 mos
Loeb PartnersBroker
January 1978 - November 1979 · 1 yr 10 mos
Loeb Rhoades & CO. INC.Broker
January 1977 - January 1978 · 1 yr
Loeb, Rhoades & CO. INC.Broker
February 1974 - January 1977 · 2 yrs 11 mos
Dupont Walston, IncorporatedBroker
July 1973 - March 1974 · 8 mos
Dupont Glore Forgan INCBroker
July 1970 - July 1973 · 3 yrs
State Registrations26 states
CACOCTDCDEFLINLAMAMDMNMTNCNJNMNVNYOHORPASCTNTXVAVTWA
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.