Tracy Baluyot
Registered Client Service Associate
Phone:
(516) 227-2981(516) 227-2981
Robert Gleckler
Managing Director, Wealth Management,
Financial Advisor
Direct:
(516) 227-2980(516) 227-2980
My Mission Statement
My mission is to provide thoughtful, personalized financial guidance that empowers clients to plan confidently for every stage of life and achieve lasting financial peace of mind.
My Story and Services
Robert leverages nearly two decades of financial services experience and a broad network of resources to partner with individuals, families, business owners, executives, entrepreneurs and professionals as they pursue their wealth goals. He offers a range of services, including goals-based planning and generational transfer strategies. He is passionate about details and thoughtful about ensuring clients consider tax, legal and insurance impacts.
Cognizant that financial decisions can be stressful, Robert takes a personalized approach to help alleviate client concerns, allowing them to focus on their personal and professional lives. He strives to maintain exceptional time management and communication standards, helping clients navigate the intricacies of their financial decisions while pursuing their current and future goals as effectively and efficiently as possible.
Robert’s extensive advisory experience is reflected in his long tenure at J.P. Morgan, where he launched his career in 2007. He earned a B.B.A. in Finance from Hofstra University. He holds the FINRA Series 6, 7, 63 and 66 securities licenses.
Robert lives in Rockville Centre, NY, with his wife, Erin, and their sons, Hudson and Holden. He is active in his community as a coach for a local youth hockey organization. In his spare time, he enjoys playing hockey and golf, as well as traveling with his family.
Cognizant that financial decisions can be stressful, Robert takes a personalized approach to help alleviate client concerns, allowing them to focus on their personal and professional lives. He strives to maintain exceptional time management and communication standards, helping clients navigate the intricacies of their financial decisions while pursuing their current and future goals as effectively and efficiently as possible.
Robert’s extensive advisory experience is reflected in his long tenure at J.P. Morgan, where he launched his career in 2007. He earned a B.B.A. in Finance from Hofstra University. He holds the FINRA Series 6, 7, 63 and 66 securities licenses.
Robert lives in Rockville Centre, NY, with his wife, Erin, and their sons, Hudson and Holden. He is active in his community as a coach for a local youth hockey organization. In his spare time, he enjoys playing hockey and golf, as well as traveling with his family.
Securities Agent: AZ, CA, CT, FL, GA, IL, IN, KS, MA, MT, NV, NJ, NY, NC, OH, PA, SC, TN, TX, VT, VA; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
WEALTH PLANNING FOR YOU
Effective wealth planning starts with understanding your goals, values, and long-term vision. I take a comprehensive, personalized approach to your financial life – from investments and cash flow to retirement and beyond – ensuring each element works together seamlessly. By combining advanced digital tools with tailored advice, I help you design a clear, actionable strategy that supports every stage of your financial journey.
LifeView – Intelligent Planning
LifeView is Morgan Stanley's dynamic digital planning platform built to create customized, goal-based strategies, By integrating every aspect of your financial life – from investments to retirement – LifeView helps ensure your plan stays aligned with your long-term objectives.
Strategy – Intelligent Withdrawals
When and how you withdraw assets can have a lasting impact on your financial future. We develop tax-aware withdrawal strategies designed to help minimize liabilities, preserve wealth, and optimize your portfolio for long-term growth and stability.
Retirement Planning
As retirement approaches, our team works with you to build strategies that provide reliable income, maintain financial security, and give you confidence for the years ahead. Our focus is on keeping you on track – before, during, and throughout retirement – so you can enjoy the lifestyle you've envisioned.
Goals-Based Planning
At Morgan Stanley, we take the time to understand what matters most to you. Together, we create a customized plan that helps you pursue your goals with clarity and confidence.
INSIGHTS AND PERSPECTIVES
Informed financial decisions begin with access to clear insights and timely information. Our investor resources are designed to simplify complex market topics and provide meaningful perspective – helping you better understand today's environment while preparing for tomorrow's opportunities.
GIC Weekly Report
Each week, Lisa Shalett and the Global Investment Committee share timely commentary on market trends, asset classes, and the key factors shaping global investing.
On the Markets Report
Gain in-depth analysis from Morgan Stanley thought leaders covering equities, fixed income, monetary policy, and more. This report keeps you informed about what's driving the markets today – and what may be ahead.
Thoughts on the Market Podcast
Join Mike Wilson and other Morgan Stanley strategists as they discuss the latest market developments, explore emerging trends, and share actionable insights for investors.
2025 Tax Tables
Understanding tax policy is an essential part of effective financial planning. The 2025 Tax Tables provide timely updates to help you make informed decisions and stay aligned with your long-term goals.
SIMPLIFYING YOUR FINANCES
At Morgan Stanley, we recognize that every client and family has unique financial needs that call for thoughtful strategies and personalized attention. Our goal is to help simplify your financial life by integrating cash management and lending solutions that complement your broader investment plan and support your long-term objectives.
Cash Management and Lending Solutions
We offer a comprehensive suite of cash management and lending strategies designed to align with your investments and simplify your day-to-day financial decisions.
Preferred Savings Program
Through your Morgan Stanley Brokerage Account, you can take advantage of our competitive Preferred Savings Program – designed to make your idle cash work harder for you while keeping it easily accessible.
Morgan Stanley CashPlus Brokerage Account
The CashPlus Brokerage Account offers a modern approach to managing your finances. Enjoy streamlined bill pay, fund transfers, and everyday banking benefits – all with the convenience of being directly connected to your Morgan Stanley relationship.
Preferred Certificates of Deposit (CDs)
Explore a variety of competitive CD options that can help you grow your savings with the security of a fixed rate.
Beyond Basic Borrowing
Borrowing can play a key role in a well-rounded financial plan. We work with you to develop borrowing strategies tailored to your goals – helping you access liquidity and manage cash flow in a smart, strategic way.
Helping a Loved One Buy a Home
Supporting a loved one's home purchase can be both meaningful and financial complex. We offer guidance and solutions to help make that goal achievable – empowering you to assist your overall financial plan.
DIGITAL INNOVATION
Digital innovation continues to transform how we live, work, and manage our finances. Morgan Stanley's suite of digital tools is designed to simplify and enhance your financial life – helping you stay connected, informed, and confident in every decision you make.
Morgan Stanley Online
Easily manage your investments and day-to-day finances in one secure, centralized platform. Morgan Stanley Online offers real-time access to account information, performance insights, and more -anytime, anywhere.
Total Wealth View
Get a complete, 360 view of your financial world by linking both Morgan Stanley and external accounts. Total Wealth View supports smarter planning, deeper insights, and more personalized guidance.
Portfolio Risk Platform
Using advanced, institutional-grade analytics, the Portfolio Risk Platform evaluates exposures, models scenarios, and helps you better understand portfolio risk – empowering you to make more informed, forward-looking decisions.
Digital Vault
Securely store, organize, and share important documents – such as statements, tax filings, and authorizations – through our encrypted Digital Vault. This tool provides convenient, anytime access to critical information for both you and your Financial Advisor.
Location
1200 Franklin Avenue 2nd
Fl
Garden City, NY 11530
US
Direct:
(516) 227-2980(516) 227-2980
Meet My Team
About Tracy Baluyot
With over 13 years of experience in the financial industry, Tracy brings a deep understanding of client service and operational excellence to the team. She has worked alongside Robert since 2022, supporting clients with a personalized and detail-oriented approach.
Beyond her professional career, Tracy is dedicated to giving back to her community through her volunteer work with Horeseability, where she has spent the past nine years helping children with disabilities experience the joy of therapeutic horseback riding.
Originally from Rhode Island, she moved to NY in 2008 and currently resides in Queens with her husband and two sons. In her free time, she enjoys spending time with her family, playing volleyball, reading, visiting the beach, and traveling to see friends and family.
Beyond her professional career, Tracy is dedicated to giving back to her community through her volunteer work with Horeseability, where she has spent the past nine years helping children with disabilities experience the joy of therapeutic horseback riding.
Originally from Rhode Island, she moved to NY in 2008 and currently resides in Queens with her husband and two sons. In her free time, she enjoys spending time with her family, playing volleyball, reading, visiting the beach, and traveling to see friends and family.
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Robert Gleckler today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
