Robert Schaff (CRD# 5427456) is an Investment Advisor Representative working at Ia Network, LLC in Charlotte, NC and has over 16 years of experience in the finance industry. Robert Schaff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ia Network, LLC | Matthews, NC | Mar 2022 - Current | 2 |
| Purshe Kaplan Sterling Investments | Albany, NY | May 2019 - Current | 4 |
| Uptown Partners Consulting | Charlotte, NC | Feb 2018 - Current | 6 |
| Hilton Head Capital Partners, LLC | Hilton Head Island, SC | Jan 2019 - Mar 2022 | 3 |
| Odyssey Alliance Wealth Advisors, LLC | Charlotte, NC | Mar 2018 - Jun 2018 | < 1 |
| Niagara International Capital Limited | Clarence, NY | Mar 2017 - Jan 2018 | < 1 |
| Great Lakes Atlantic Wealth Management And Advisory Partners | Charlotte, NC | Jun 2016 - Jan 2018 | 1 |
| Lpl Financial LLC | Charlotte, NC | Jul 2014 - May 2016 | 1 |
| Wells Fargo Advisors, LLC | Charlotte, NC | Mar 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- AL
- LA
- NY
- NC
- SC
-
Total Assets Under Management161MILLIONS
-
Total Number of Accounts542ACCOUNTS
-
Average Account Value$297,527
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, LA, NC, NY, SC
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