Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert D'amato is a financial advisor with Morgan Stanley. Robert is a CERTIFIED FINANCIAL PLANNER™ professional, with over 28 years of experience in the financial services industry. Robert has been registered with the Financial Industry Regulatory Authority (FINRA) since 1995 and is currently licensed to provide securities and investment advice in 35 states. Robert specializes in providing financial planning, portfolio management, and other wealth management services to individuals, families, and businesses. Robert has a strong track record of success in helping clients achieve their financial goals, and is committed to providing personalized service and expert guidance.
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
NJ
09/09/2022 - Present
Morgan Stanley (Morristown NJ)
NJ
03/29/2012 - 09/20/2022
UBS FINANCIAL SERVICES INC. (SHORT HILLS NJ)
NJ
04/13/1995 - 03/30/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
IA
Issued 04/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 04/08/1995
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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