Brandon Roberts, financial advisor Celebration FL
89 score

Brandon Roberts

CRD Number: 5622927
Current Firm: Morgan Stanley

Brandon Roberts (CRD# 5622927) is an Investment Advisor Representative working at Morgan Stanley in Celebration, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Celebration, FL May 2013 - Current 3
Bank Of New York Mellon Lake Mary, FL Sep 2010 - May 2013 2
Raymond James & Associates, Inc. St. Petersburg, FL Dec 2008 - Sep 2010 1
University Of Florida Gainesville, FL Jun 2004 - Sep 2008 4
Tropical Smoothie Gainesville, FL Aug 2005 - Sep 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Brandon E. Roberts
Phone Number: 914-225-5510
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
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 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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