Robert Dagosta, financial advisor Allentown PA
66 score

Robert Dagosta

CRD Number: 1903105
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Robert Dagosta (CRD# 1903105) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Allentown, PA and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Drs Investors, LLC Bethleham, PA Jul 2009 - Current 7
R & D Investors, LLC Bethlehem, PA Feb 2009 - Current 7
Berthel Fisher & Company Financial Services, Inc. Marion, IA Jul 2004 - Current 12
Garrison Street LLC Bethlehem, PA Jan 2002 - Current 14
Robert D'agosta - Self Employed Bethlehem, PA Mar 1992 - Current 24
Independent Insurance Agent Bethlehem, PA Mar 1990 - Current 26
350 W 56th Street Apt 2a Prtnrshp New York, NY Jan 1985 - Current 31
Self Employed - Tax Prep Bethlehem, PA Mar 1984 - Current 32
165 W 66th Street Apt 16l Prtnrshp New York, NY Jan 1986 - Aug 2006 20
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Robert Dagosta
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
66

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