Robert Anders, financial advisor Garden City NY

Robert Anders

CRD Number: 6094661
Current Firm: Morgan Stanley

By utilizing my experience and knowledge as a Certified Financial Planner, I create a roadmap for my clients' financial life. I call this roadmap their holistic financial plan.

While investment management is one very important part of my clients' financial plans, our conversation will not end with just investments. The advice I provide begins with understanding my clients' needs, wants, and wishes, their current financial position, as well as, all future changes. Once I have identified what's important to my client's and their families, I chart a course of action to help them achieve their goals.

CONTACT
Similar Advisors
Eric Bloom, financial advisor Garden City NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Cole Aaronson, financial advisor Garden City NY
Cole E. Aaronson
CRD# 6381165
A.g.p / Alliance Global Partners
Similar Advisors
Mauricio Abadi, financial advisor Garden City NY
Mauricio Abadi
CRD# 4461130
Matrix Advisory
Company Name Location Dates Years
Morgan Stanley Private Bank, N.a New York, NY May 2021 - Current 1
Morgan Stanley Smith Barney LLC Garden City, NY Apr 2021 - Current 1
Ubs Financial Services Inc. Garden City, NY May 2015 - Apr 2021 5
Ubs Financial Services Inc. Garden City, NY May 2013 - May 2015 2
Nyu Cont. Ed New York, NY May 2012 - Mar 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Robert Anders
By the Numbers
  • Total Assets Under Management
    1,311,935
    MILLIONS
  • Total Number of Accounts
    2,129,899
    ACCOUNTS
  • Average Account Value
    $615,961
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

Ready to hire a financial advisor? Get competitive proposals from Robert Anders and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.