Robert A Lobello
Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Morgan StanleySep 2023 to now
- Doordash (part Time)Jan 2023 to Sep 2023
- UnemployedJan 2023 to Sep 2023
- Unified Parking PartnersMay 2021 to Jul 2021
- Full Time Student (university of Tampa)Sep 2020 to Dec 2022
- Syracuse Office EnvironmentsJun 2020 to Aug 2020
- Full Time Student (saint Joseph's University)Aug 2018 to Sep 2020
- Bellevue Country ClubJun 2017 to Jun 2018
- Rohe FarmsJun 2015 to Aug 2018
- Rosalie's CucinaJun 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7801473
- Firm CRD
- 149777