Robert J Sanzo

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

• 05/2018 → Present
  Morgan Stanley
  Boston, MA
• 01/2016 → 04/2018
  Td Bank
  Manchester, NH
• 08/2012 → 09/2017
  University Of New Hampshire
  Durham, NH
• 08/2018 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

*542145 - the TRACK at new balance; Investment related No; Boston, Massachusetts; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 02/2023 ; During business hours: 0; After business hours: 20; Labor/Service.

Exams

• S66 Uniform Combined State Law Examination
  2018-07-03