Robert Pelt is a registered investment advisor at Managed Account Advisors LLC, based in Jersey City, NJ, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,770 clients with $830B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's account fee consists of two parts: the fee you pay to Bank of America for its services, and the Style Manager Expense, if applicable. The Style Manager Expense generally ranges from 0.00% to 0.50%. Clients that invest in a Related Strategy will not be charged a Style Manager Expense. The account fee is payable in advance and is based on the value of assets in your account.
Location
101 Hudson Street, Jersey City, NJ, 07302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Robert is a managing member of 70 Surfside Avenue LLC, which holds a family vacation property. He also serves as a co-trustee of the Van Pelt Family 2010 Trust, dedicating minimal time to each activity.
Employment History
Current Registrations
Managed Account Advisors LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
State Registrations1 state
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