Robert
Ackerman
Morgan Stanley
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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
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
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
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Ubs Financial Services Inc
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
Kansas City, MO
New York, NY
San Diego, CA
Boston, MA
Wellesley Hills, MA
Kingsport, TN
Woodland Hills, CA
Oneonta, NY
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