Robert Stedman, financial advisor Rutland VT
89 score

Robert Stedman

CRD Number: 6027290
Current Firm: Morgan Stanley

Robert Stedman (CRD# 6027290) is an Investment Advisor Representative working at Morgan Stanley in Rutland, VT and has over 4 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 2
Morgan Stanley Rutland, VT Jul 2013 - Current 4
Cadaret, Grant & Company, Inc. Rutland, VT Feb 2012 - Jun 2013 1
Lion & Panther Financial Group Rutland, VT Jan 2012 - Jun 2013 1
Casella Consturction Inc. Mendon, VT Jun 2009 - Dec 2011 2
Methodist's University Fayetteville, NC Aug 2005 - May 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Robert B. Stedman
Phone Number: 914-225-5510
Registered State(s):
  • VT
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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