RA
RA

Robert Anders

12 Years of Experience
Garden City, NY
Broker

Robert Anders is a registered investment advisor at Morgan Stanley, based in Garden City, NY, 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

1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530

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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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Employment History
Current Registrations
Morgan Stanley
April 2021 - Present · 5 yrs 1 mo
Morgan StanleyBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
June 2013 - April 2021 · 7 yrs 10 mos
UBS Financial Services INC.Broker
May 2013 - April 2021 · 7 yrs 11 mos
AXA Advisors, LLCBroker
August 2012 - September 2012 · 1 mo
State Registrations26 states
AZCACOCTFLGAILINMAMDMEMINCNHNJNYOHOKPARISCSDTXUTVAWI
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.