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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 Leonard Cerasia is a financial advisor with over 50 years of experience in the industry. Robert is currently registered with Morgan Stanley and has been with the firm since June 2009. Robert was previously registered with CITIGROUP GLOBAL MARKETS INC. from July 1993 to June 2009. Robert has a broad range of experience, including portfolio management for individuals, businesses, and investment companies. Robert is also registered as an Investment Advisor Representative in Florida, New Jersey, and Texas.
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
04/02/2020 - Present
Morgan Stanley (Morristown NJ)
NJ
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
NY
11/22/1977 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/20/1975 - 11/22/1977
FAULKNER, DAWKINS & SULLIVAN INC.
NA
05/16/1974 - 10/27/1975
PHILIPS, APPEL & WALDEN, INC.
NA
07/25/1972 - 09/05/1975
PRESSMAN, FROHLICH & FROST, INC.
NA
01/25/1972 - 08/05/1972
CARLTON CAMBRIGE INC
NA
02/03/1971 - 02/25/1972
M. BERNSTEIN SECURITIES, INC.
BC
Issued 09/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 05/25/1977
PC - AMEX Put and Call Exam
BC
Issued 01/27/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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