Robert
Pellettieri

Morgan Stanley

CRD#1123138
Investment Advisor
in Kahului, HI

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About this Advisor

Robert Pellettieri is a financial advisor working in Kahului, Hawaii, with a total of 11 years of financial industry experience. Pellettieri is an advisor for Morgan Stanley. Over the course of their career, Pellettieri has held roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Pellettieri maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Hawaii and Texas. Morgan Stanley is a financial advisory business that has its headquarters in Kahului, Hawaii. The company has offices in 726 locations and a total of 25,600 financial advisors. It controls $904 billion in assets among its 1,863,328 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to 313 charities and foundations. Of its 1,863,328 customer accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Morgan Stanley provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually are based on which services are offered. However, fees billed by Morgan Stanley may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

33 Lono Avenue Suite 330
Kahului, HI 96732

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

HI Average: $7,464,549,021
Total Number of Employees

25,600

HI Average: 88
Total Number of Accounts

1,863,328

HI Average: 3,892
Average Account Size

$485,315

HI Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Robert Pellettieri Work History

Robert has 11 years of experience.

2015 - Present (6 years)

Morgan Stanley Private Bank, National Association

2009 - Present (12 years)

Morgan Stanley Smith Barney

Disclosures

Robert Pellettieri has no disclosures.

Please visit their SEC profile for more details.

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Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
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Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

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