Morgan Stanley
47yrs
Top advisor by experience in Garden City
44yrs
Based in Garden City, New York, Robert Ackerman is a fiduciary financial advisor with 44 years of industry experience. Robert joined Morgan Stanley in 2022, after a year at UBS Financial Services. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 802 advisors with offices in Garden City, and one of 678 fiduciaries.
At a glance
Experience44 years (since 1983)
How that compares ?Top 1% by experience in New York
Office1200 Franklin Avenue 2nd Floor, Garden City, NY 11530
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowMorgan StanleyCurrent firm
- Oct 2021 – Nov 2022UBS Financial Services Inc.Previously
Contact Robert
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Robert. 1200 Franklin Avenue 2nd FloorGarden City, NY 11530Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Morgan Stanley at (914) 225-5510 and ask for Robert Ackerman. Robert works from the Garden City, NY office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1983, about 44 years. Top 1% by experience in New York.
What licenses does Robert hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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