Oti Roberts is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134
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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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Oti is a board member for the Phillip and Patricia Frost Museum of Science, a non-profit organization, since 2019. This involves minimal time spent outside of business hours on business development and growth.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Deutsche Bank Securities INC.Broker
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations18 states
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