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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bronfman has been in the financial services industry since 1979. He is a registered representative of Morgan Stanley in New York. Robert is also registered as an investment adviser representative in New Jersey, New York, and Texas. Robert has a wide range of experience in the industry, having worked for several firms over the years. In addition to his current role at Morgan Stanley, Robert has held previous roles at BB&T Securities, Scott & Stringfellow, Bergen Capital, Security Capital Trading, Bishop, Rosen & Co., R.D. White & Co., SFI Investments, Allen & Pierce Securities, Nori, Hennion, Walsh, Municipal Investors Service, Wilshire Clearing Corporation, Eastern Capital Corporation, Emmett A Larkin Company, Eastern Capital Securities, Shearson/American Express, Bear, Stearns & Co., Katz,Scher & Co, Dean Witter Reynolds, Morgan, Olmstead, Kennedy & Gardner, Birr, Wilson & Co., Loeb Partners, Shearson Loeb Rhoades, Bache Halsey Stuart Shields, and Reynolds Securities. Robert has a broad range of experience in the industry, providing investment advice to individuals, corporations, investment companies, charitable organizations, high-net-worth individuals, insurance companies, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
02/19/2020 - Present
Morgan Stanley (New York NY)
NJ
11/21/2012 - 04/04/2014
BB&T SECURITIES, LLC (HASBROUCK HEIGHTS NJ)
NJ
01/05/2006 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (HASBROUCK HEIGHTS NJ)
NJ
06/26/2001 - 01/12/2006
BERGEN CAPITAL, INC. (HASBROUCK HEIGHTS NJ)
NY
06/21/2000 - 07/06/2001
SECURITY CAPITAL TRADING, INC. (NEW YORK NY)
NY
06/08/2001 - 06/25/2001
BISHOP, ROSEN & CO., INC. (NEW YORK NY)
NY
07/23/1997 - 05/26/2000
R.D. WHITE & CO., INC. (NEW YORK NY)
NY
12/21/1993 - 12/19/1997
SFI INVESTMENTS, INC. (NEW YORK NY)
NJ
09/30/1992 - 02/05/1993
ALLEN & PIERCE SECURITIES INC. (OLD TAPPAN NJ)
NJ
03/26/1991 - 04/27/1992
NORI, HENNION, WALSH, INC. (PARSIPPANY NJ)
NJ
10/04/1990 - 02/15/1991
MUNICIPAL INVESTORS SERVICE, INC. (NEWARK NJ)
NA
10/30/1987 - 06/07/1990
WILSHIRE CLEARING CORPORATION
NA
06/01/1983 - 12/18/1987
EASTERN CAPITAL CORPORATION
NA
11/07/1984 - 08/09/1985
EMMETT A LARKIN COMPANY, INC.
NA
08/30/1984 - 10/05/1984
EASTERN CAPITAL SECURITIES, INC.
NA
01/28/1980 - 11/19/1983
SHEARSON/AMERICAN EXPRESS INC.
NA
11/29/1978 - 11/05/1983
BEAR, STEARNS & CO.
NA
04/05/1983 - 06/30/1983
KATZ,SCHER & CO INC
NA
04/03/1981 - 11/18/1982
DEAN WITTER REYNOLDS INC.
NA
08/19/1982 - 11/03/1982
MORGAN, OLMSTEAD, KENNEDY & GARDNER, INCORPORATED
NA
03/21/1980 - 04/05/1981
BIRR, WILSON & CO., INC.
NA
05/17/1979 - 08/21/1979
LOEB PARTNERS
NA
07/09/1979 - 08/06/1979
SHEARSON LOEB RHOADES INC.
NA
01/09/1978 - 12/06/1978
BACHE HALSEY STUART SHIELDS INCORPORATED
NA
04/21/1977 - 01/27/1978
REYNOLDS SECURITIES, INC.
IA
Issued 03/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/27/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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