Robert Schaff, financial advisor Charlotte NC
93 score

Robert Schaff

CRD Number: 5427456
Current Firm: Great Lakes & Atlantic Wealth Management And Advisory Partners

Robert Schaff (CRD# 5427456) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Charlotte, NC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Great Lakes Atlantic Wealth Management And Advisory Partners Charlotte, NC Jun 2016 - Current < 1
Lpl Financial LLC Charlotte, NC Jul 2014 - May 2016 1
Wells Fargo Advisors, LLC Charlotte, NC Mar 2013 - Jul 2014 1
Lpl Financial Charlotte, NC Apr 2008 - Mar 2013 4
Uvest Financial Services Group, Inc. Charlotte, NC Apr 2008 - Apr 2012 4
Citigroup Global Markets Inc. Buffalo, NY May 2007 - Mar 2008 < 1
College Amherst, NY Sep 2003 - May 2007 3
Ivoclar Vivadent Amherst, NY Dec 2006 - Feb 2007 < 1
Fiserv Amherst, NY Jul 2006 - Sep 2006 < 1
Everything Exterior Amherst, NY Nov 2005 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Robert D. Schaff
Phone Number: 7049190439
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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