Robert S Delano

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:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2024-03-20
TX	RA	APPROVED_RES	2022-04-19
NY	RA	APPROVED	2022-04-11

CT RA
APPROVED

Since 2024-03-20
TX RA
APPROVED_RES

Since 2022-04-19
NY RA
APPROVED

Since 2022-04-11

Branch Locations

2000 Westchester Avenue 1Nc, Purchase, NY 10577 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fieldpoint Private Securities Llc	Greenwich	CT	06/2019	03/2022
Altium Wealth Management	Purchase	NY	02/2016	05/2019
Morgan Stanley	Purchase	NY	03/2022	Present

06/2019 → 03/2022

Fieldpoint Private Securities Llc

Greenwich, CT
02/2016 → 05/2019

Altium Wealth Management

Purchase, NY
03/2022 → Present

Morgan Stanley

Purchase, NY

Previous Registrations

2020-03-10 → 2022-03-22

Dominari Securities Llc

New York, NY

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-03-10

S66 Uniform Combined State Law Examination

2020-03-10

Other Names

Robert Delano
Robert S Delano
Robert S Delano

View on SEC IAPD