Robert
Ackerman

Morgan Stanley

CRD#1091500
Investment Advisor
in Garden City, NY

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About this Advisor

Robert Ackerman is a financial advisor based in Garden City, New York, working with Morgan Stanley. Robert has previously held positions at UBS Financial Services Inc, Morgan Stanley Smith Barney LLC, and Morgan Stanley Private Bank, N.A. Robert has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in New York and Texas. Currently, Robert is part of Morgan Stanley, which operates out of Garden City, New York. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

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, Performance-based Fees, Others

Office Location

1200 Franklin Avenue
Garden City, NY 11530

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

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

29,300

NY Average: 88
Total Number of Accounts

2,405,783

NY Average: 3,892
Average Account Size

$582,939

NY Average: $1,917,921

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 Ackerman Work History

2022 - Present (2 years)

Morgan Stanley Smith Barney LLC

2022 - Present (2 years)

Morgan Stanley Private Bank, N.A

2008 - 2022 (14 years)

Ubs Financial Services Inc

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Disclosures

Please visit the SEC profile of Robert Ackerman 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 Morgan Stanley

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, NY

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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