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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 Steck is a financial advisor with Morgan Stanley. Robert has over 40 years of experience in the financial services industry, specializing in investment advice, financial planning, and portfolio management. Robert holds the Certified Financial Planner designation and is registered with FINRA and the state of New York. Robert has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Equitable Securities of New York, Inc., and Southeast Securities of Florida, Inc. Robert is a member of the Morgan Stanley team, which manages over $1.4 trillion in client assets.
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
05/17/2024 - Present
Morgan Stanley (Garden City NY)
NY
04/02/1986 - 05/20/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREAT NECK NY)
NA
04/25/1984 - 03/25/1986
EQUITABLE SECURITIES OF NEW YORK,INC.
NA
03/09/1983 - 07/10/1984
SOUTHEAST SECURITIES OF FLORIDA, INC.
NA
03/09/1984 - 04/30/1984
MONVEST LIMITED PARTNERSHIP
BC
Issued 04/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/19/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/28/1985
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1997
Series 3 - National Commodity Futures Examination
BC
Issued 02/19/1983
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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