Robert Dagosta, financial advisor Center Valley PA

Robert Dagosta

CRD Number: 1903105
Current Firm: Ibn Financial Services, Inc.

Robert Dagosta (CRD# 1903105) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Center Valley, PA and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ibn Financial Services, Inc. Bethlehem, PA Aug 2019 - Current 4
R & D Investors, LLC Bethlehem, PA Feb 2009 - Current 15
Robert D'agosta - Self Employed Bethlehem, PA Mar 1992 - Current 32
Independent Insurance Agent Bethlehem, PA Mar 1990 - Current 34
350 W 56th Street Apt 2a Prtnrshp New York, NY Jan 1985 - Current 39
Self Employed - Tax Prep Bethlehem, PA Mar 1984 - Current 40
Garrison Street LLC Bethlehem, PA Jan 2002 - Mar 2021 19
Berthel Fisher & Company Financial Services, Inc. Marion, IA Jul 2004 - Jul 2019 15
Drs Investors, LLC Bethleham, PA Jul 2009 - Dec 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1989
S65 NASAA Investment Advisors Law Examination Jun 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert Dagosta
Phone Number: 315-652-4426
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    163
    MILLIONS
  • Total Number of Accounts
    830
    ACCOUNTS
  • Average Account Value
    $196,459
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, ID, KS, KY, LA, MA, MD, NE, NJ, NY, OR, PA, RI, TN, TX, VA, WA

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