Robert Peterman is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 10 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
4050 West Boy Scout Boulevard, Tampa, FL, 33607
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Regulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
November 2022 - Present · 3 yrs 6 mos
Morgan StanleyBroker
November 2022 - Present · 3 yrs 6 mos
Morgan Stanley
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Charles Schwab & CO., INC.
June 2020 - November 2022 · 2 yrs 5 mos
Charles Schwab & CO., INC.Broker
May 2020 - November 2022 · 2 yrs 6 mos
USAA Investment Management Company
January 2018 - May 2020 · 2 yrs 4 mos
USAA Financial Planning Services
July 2017 - January 2018 · 6 mos
USAA Financial Advisors, INC.Broker
October 2015 - May 2020 · 4 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.