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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 Vincent Donnelly is a financial advisor registered with Morgan Stanley in New Haven, CT. Robert has been in the financial services industry since 1984. Robert is a registered representative of and investment advisor representative with Morgan Stanley. Robert has passed Series 63, SIE, and Series 7 exams. Robert is licensed in 33 states. Robert previously worked for CITIGROUP GLOBAL MARKETS INC. and FIRST JERSEY SECURITIES, INC. Robert specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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
CT
02/24/2020 - Present
Morgan Stanley (New Haven CT)
CT
04/29/1986 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW HAVEN CT)
NA
11/21/1984 - 04/24/1986
FIRST JERSEY SECURITIES, INC.
BC
Issued 01/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
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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