RM
RM

Robert Maher

21 Years of Experience
Sea Girt, NJ
Broker

Robert Maher is a registered investment advisor at Morgan Stanley, based in Sea Girt, NJ, 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
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

2150 Highway 35, Suite 200, Sea Girt, NJ, 08750

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is a committee person for the Monmouth County Republican Committee since November 2024. This political office takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
April 2023 - Present · 3 yrs 3 mos
Morgan Stanley
April 2023 - Present · 3 yrs 3 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2009 - May 2023 · 14 yrs 4 mos
UBS Financial Services INC.
January 2009 - May 2023 · 14 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2005 - January 2009 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2004 - January 2009 · 4 yrs 1 mo
State Registrations25 states
AZCACTDCDEFLGAIAIDLAMAMDMENCNHNJNMNVNYOHPARISCTXVA
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.