Robert SchaffCRD 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 9 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|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|
Total Assets Under Management230MILLIONS
Total Number of Accounts230ACCOUNTS
Average Account Value$1,001,888
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
DC, FL, IL, MD, MI, MS, NC, NY, PA, SC, TN, TX, VA
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