RP
RP

Robert Spencer Van Pelt

23 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
25 advisors
Number of Clients
1,330,770 clients
Average Client Portfolio
$624K average
Assets Under Management
$829.7B

Fee Structure

Minimum Investment:$1K
Financial Planning:Investment management only
Loading...

Location

101 Hudson Street, Jersey City, NJ, 07302

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Robert is a managing member of 70 Surfside Avenue LLC, which holds a family vacation property. He also serves as a co-trustee of the Van Pelt Family 2010 Trust, dedicating minimal time to each activity.

Employment History
Current Registrations
Managed Account Advisors LLC
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Morgan Stanley
August 2011 - November 2016 · 5 yrs 3 mos
Morgan StanleyBroker
June 2009 - November 2016 · 7 yrs 5 mos
Citigroup Global Markets INC.Broker
August 2002 - June 2009 · 6 yrs 10 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.