Marc
Robert

Water Asset Management, LLC

CRD#1110218
Investment Advisor
in New York, NY

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About this Advisor

Marc Robert is a financial advisor based in New York, New York, working with Water Asset Management, LLC. Marc has previously held a position at Morgan Stanley & Co., Inc. Marc has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Marc is part of Water Asset Management, LLC, which operates out of New York, New York. The firm has 16 employees and manages assets totaling $665.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for pooled investment vehicles and portfolio management for institutional clients. The fee structure at Water Asset Management, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

509 Madison Ave Suite 804
New York, NY 10022

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Water Asset Management, LLC Brokerage Details

Total Assets Under Management

$665,285,098

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

16

NY Average: 88
Total Number of Accounts

376

NY Average: 3,892
Average Account Size

$1,769,375

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Marc Robert Work History

1992 - Present (32 years)

Morgan Stanley & Co., Inc

Disclosures

Please visit the SEC profile of Marc Robert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Water Asset Management, LLC

Marc Robert
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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