Roger Saleeby, financial advisor New York NY
88 score

Roger Saleeby

CRD Number: 6290895
Current Firm: Morgan Stanley

Roger Saleeby (CRD# 6290895) is an Investment Advisor Representative working at Morgan Stanley in New York, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley New York, NY Nov 2014 - Current 2
Various Insurance Carriers For W&r Insurance Agencies Southbury, CT Oct 2014 - Oct 2014 < 1
Waddell & Reed, Inc. Hamden, CT Jun 2014 - Oct 2014 < 1
Leo Palliardi Hamden, CT Jan 2014 - Jun 2014 < 1
Ruffalocody Storrs, CT Oct 2011 - May 2014 2
Timex Group Middlebury, CT Jun 2013 - Aug 2013 < 1
Edgewood Bath & Tennis LLC Middlebury, CT Jun 2010 - Aug 2013 3
Unemployed Southbury, CT May 2004 - Jun 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Roger E. Saleeby
Phone Number: 914-225-5510
Registered State(s):
  • NJ
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
88
Clean Record
This advisor has a clean track record with regulators.

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