Robert Corrao, financial advisor Ponte Vedra Beach FL

Robert Corrao

CRD Number: 2350489
Current Firm: Morgan Stanley
Compensation Model: Both
Robert Corrao (CRD# 2350489) is an Investment Advisor Representative working at Morgan Stanley in Ponte Vedra Beach, FL and has over 23 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 4
Morgan Stanley Smith Barney Ponte Vedra Beach, FL Jun 2009 - Current 10
Citigroup Global Markets Inc. Ponte Vedra Beach, FL Feb 2006 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
Contact Info for Robert L. Corrao
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    729,249
    MILLIONS
  • Total Number of Accounts
    1,815,592
    ACCOUNTS
  • Average Account Value
    $401,659
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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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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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