Robert Anthony Paduano

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2007 → 02/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jericho, NY
• 06/2011 → 02/2023
  Bank Of America, N.A.
  Jericho, NY
• 02/2023 → Present
  Morgan Stanley Smith Barney Llc
  Melville, NY
• 04/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2008-01-10 → 2023-03-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
  Summit, NJ
  Melville, NY

Other Businesses

RENTAL PROPERTY / NON-INVESTMENT RELATED / SARATOGA SPRINGS, NY / RENTAL PROPERTY / OWNER / START 01-OCTOBER-2010 / 0 DEVOTED ANNUALLY / 0 DURING TRADING HOURS / IT IS MY SECOND HOME WHICH I RENT OUT. *614430- Rental Property; Investment related: Yes; Saratoga Springs, New York; Investment/Finance/Banking; I am buying a rental property (proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 2; It will be used as a rental property

Exams

• S66 Uniform Combined State Law Examination
  2008-01-08

Other Names

• Robert A Paduano