Robert Valdivieso is a registered investment advisor at Morgan Stanley, based in Scarsdale, NY, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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IM Fee
Assets Under Management
Fee Structure
Location
Scarsdale, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert owns rental real estate in Miami, Florida, since 2021. He dedicates minimal time to this investment-related activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Statetrust Investments INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS International INC.
UBS International INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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