RM
RM

Robert Moreira

12 Years of Experience
Paramus, NJ
Broker

Robert Moreira is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 12 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

61 South Paramus Road, 3rd Floor, Paramus, NJ, 07652

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History

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.

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Other Business Activities

Robert is a hockey coach at Don Bosco Preparatory High School and an employee at Nanni Ristorante. He also has a non-principal role at MVM Restaurant Group El Cid LLC, dedicating about 10-20% of his time to administrative and accounting/bookkeeping tasks.

Employment History
Current Registrations
Morgan Stanley
August 2013 - Present · 12 yrs 9 mos
Morgan StanleyBroker
July 2013 - Present · 12 yrs 10 mos
State Registrations38 states
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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.
Robert Moreira - Financial Advisor | TrueAdvisor