RC
RC
Robert Cerasia
55 Years of Experience
Morristown, NJ
2 DisclosuresBroker
Robert Cerasia is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, 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
340 Mount Kemble Avenue, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (2)
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Customer Dispute
February 1996Settled
Criminal
December 1969Final Disposition
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
October 2002 - June 2009 · 6 yrs 8 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
November 1977 - July 1993 · 15 yrs 8 mos
Faulkner, Dawkins & Sullivan INC.Broker
October 1975 - November 1977 · 2 yrs 1 mo
Philips, Appel & Walden, INC.Broker
May 1974 - October 1975 · 1 yr 5 mos
Pressman, Frohlich & Frost, INC.Broker
July 1972 - September 1975 · 3 yrs 2 mos
Carlton Cambrige INCBroker
January 1972 - August 1972 · 7 mos
M. Bernstein Securities, INC.Broker
February 1971 - February 1972 · 1 yr
State Registrations44 states
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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.