Robert Stedman is a registered investment advisor at Morgan Stanley, based in Rutland, VT, with 13 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
90 Merchants Row, Rutland, VT, 05702
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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
October 2013 - Present · 12 yrs 7 mos
Morgan StanleyBroker
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
Cadaret, Grant & CO., INC.Broker
March 2012 - June 2013 · 1 yr 3 mos
State Registrations21 states
ARCACOCTFLMAMEMIMNNHNJNVNYOHRISCTXVAVTWAWV
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.