RA
RA

Robert Agnone

13 Years of Experience
Duluth, GA
Broker

Robert Agnone is a registered investment advisor at Morgan Stanley, based in Duluth, GA, 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

2160 Satellite Blvd, Suite 150, Duluth, GA, 30097

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert owns rental properties in Atlanta, GA (since Oct 2015) and New Cumberland, PA (since Dec 2018). He spends minimal time on these investment-related activities.

Employment History
Current Registrations
Morgan StanleyBroker
September 2019 - Present · 6 yrs 8 mos
Morgan Stanley
September 2019 - Present · 6 yrs 8 mos
Morgan Stanley
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2013 - September 2019 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2013 - September 2019 · 6 yrs 8 mos
State Registrations40 states
AKALARAZCACOCTFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSMTNCNJNMNVNYOHOKORPASCTNTXUTVAVirgin IslandsWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robert Agnone - Financial Advisor | TrueAdvisor