Robert Latessa, financial advisor Bradenton FL
93 score

Robert Latessa

CRD Number: 6066047
Current Firm: Morgan Stanley

Robert Latessa (CRD# 6066047) is an Investment Advisor Representative working at Morgan Stanley in Bradenton, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 3
Morgan Stanley Smith Barney Bradenton, FL Jun 2014 - Current 3
Morgan Stanley Smith Barney Sarasota, FL May 2012 - Jun 2014 2
Klehr Harrison Harvey Branzburg Philadelphia, PA Feb 2011 - May 2012 1
Fellheimer & Eichen Philadelphia, PA May 2010 - Feb 2011 < 1
Unemployed Rockville, MD Nov 2009 - Apr 2010 < 1
White & Case Washington, DC Aug 2008 - Oct 2009 1
Harvard University Cambridge, MA Jul 2003 - Jul 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Robert M. Latessa
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • UT
By the Numbers
  • Total Assets Under Management
    598,503
    MILLIONS
  • Total Number of Accounts
    1,610,240
    ACCOUNTS
  • Average Account Value
    $371,685
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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