Robert Alegria is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 14 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2025Customer Dispute
March 2015Other Business Activities
Robert owns rental properties in Medley, Florida and Marco Island, Florida. These activities are investment-related.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations24 states
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
More Advisors
- Rocio CastilloMorgan Stanley
- Sergio GranadosMorgan Stanley
- Paulo FilhoMorgan Stanley
- David LlanosMorgan Stanley
- Sergio VicunaMorgan Stanley
- Roberto GamarraMorgan Stanley