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
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Company Name Location Dates Years
Morgan Stanley Private Bank, N.a New York, NY May 2021 - Current 2
Morgan Stanley Smith Barney LLC Garden City, NY Apr 2021 - Current 2
Ubs Financial Services Inc. Garden City, NY May 2015 - Apr 2021 5
Ubs Financial Services Inc. Garden City, NY May 2013 - May 2015 2
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
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
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

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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Data verified by both the advisor and the public regulatory data.

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