Robert Iocco is a registered investment advisor at Morgan Stanley, based in Blue Bell, PA, with 51 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
1787 Sentry Parkway West, Building 18 Street 440, Blue Bell, PA, 19422
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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 StanleyBroker
April 2013 - Present · 13 yrs 1 mo
Morgan Stanley
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 1990 - April 2013 · 23 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - April 2013 · 34 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
January 1975 - September 1978 · 3 yrs 8 mos
State Registrations30 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.