RC
RC

Robert Critelli

49 Years of Experience
Rolling Hills Estates, CA
Broker

Robert Critelli is a registered investment advisor at Morgan Stanley, based in Rolling Hills Estates, CA, with 49 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

609 Deep Valley Drive, Suite 400, Rolling Hills Estates, CA, 90274

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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 is a credentialed teacher for Torrance Unified School District since 1979, teaching investment classes a few hours per week. He is also involved with Oceanfront Estates HOA and owns rental property in Clinton, WA since 2014.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
November 1978 - July 1993 · 14 yrs 8 mos
Shearson Hayden Stone INC.Broker
November 1976 - December 1977 · 1 yr 1 mo
Shearson Hayden Stone INC.Broker
April 1976 - November 1976 · 7 mos
Dean Witter & CO. IncorporatedBroker
September 1975 - May 1976 · 8 mos
State Registrations15 states
AZCAFLHIMIMTNJNVNYOHTNTXUTVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.