RP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
25 advisors
Number of Clients
1,330,770 clients
Average Client Portfolio
$624K average
Assets Under Management
$829.7B
Fee Structure
Financial Planning:Investment management only
You'll pay an annual fee based on your portfolio size. Contact us at 877.444.0916 if you have any questions.
Areas of Practice
Investment Management
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Advisor Information
Office location
101 Hudson Street, Jersey City, NJ, 07302
Get directionsRegulatory 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 →Other Business Activities
Robert is a managing member of 70 Surfside Avenue LLC, which holds a family vacation property. He also serves as a co-trustee of the Van Pelt Family 2010 Trust, dedicating minimal time to each activity.
Employment History
Current Registrations
Managed Account Advisors LLC
January 2017 - Present · 9 yrs
Previous Registrations
Morgan Stanley
August 2011 - November 2016 · 5 yrs 3 mos
Morgan Stanley Broker
June 2009 - November 2016 · 7 yrs 5 mos
Citigroup Global Markets INC. Broker
August 2002 - June 2009 · 6 yrs 10 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.