Robert Silvani, financial advisor Palm Beach Gardens FL
98 score

Robert Silvani

CRD Number: 1009276
Current Firm: Morgan Stanley
Robert Silvani (CRD# 1009276) is an Investment Advisor Representative working at Morgan Stanley in Palm Beach Gardens, FL and has over 15 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley North Palm Beach, FL Sep 2013 - Current 3
International Assets Advisory, LLC Orlando, FL Feb 2013 - Sep 2013 < 1
Guardian Investor Services LLC North Palm Beach, FL Feb 2009 - Nov 2012 3
Axa Distributors, LLC New York, NY Dec 2007 - Dec 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S66 NASAA Uniform Combined State Law Examination Dec 2003
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Robert E. Silvani
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
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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