Robert Iocco

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-04-15
PA	RA	APPROVED	2017-03-08

TX RA
APPROVED_RES

Since 2020-04-15
PA RA
APPROVED

Since 2017-03-08

Branch Locations

1787 Sentry Parkway West Building 18 Street 440, Blue Bell, PA 19422 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Delaware Investments	Philadelphia	PA	01/2013	02/2017
Morgan Stanley	Blue Bell	PA	02/2017	Present
Morgan Stanley Private Bank, National Association	New York	NY	02/2017	Present

01/2013 → 02/2017

Delaware Investments

Philadelphia, PA
02/2017 → Present

Morgan Stanley

Blue Bell, PA
02/2017 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

2013-03-18 → 2017-02-02

Delaware Capital Management Advisers, Inc

Philadelphia, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-03-15
S63	Uniform Securities Agent State Law Examination	2010-12-28

S65 Uniform Investment Adviser Law Examination

2013-03-15
S63 Uniform Securities Agent State Law Examination

2010-12-28

Other Names

Bobby Iocco

View on SEC IAPD

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