Robert Ervolina (CRD# 3221440) is an Investment Advisor Representative working at Avantax Advisory Services in Cheektowaga, NY and has over 24 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services Inc. | Cheektowaga, NY | Aug 2023 - Current | < 1 |
| Avantax Advisory Services | Cheektowaga, NY | Aug 2023 - Current | < 1 |
| Avantax Insurance Agency, LLC | Cheektowaga, NY | Aug 2023 - Current | < 1 |
| Avantax Insurance Agency And/or Avantax Insurance Services | Buffalo, NY | Jul 2023 - Current | < 1 |
| Lifetime Wealth Management Group, Inc. | Cheektowaga, NY | Jan 2011 - Current | 13 |
| Lifetime Wealth Management Group, Inc. | Cheektowaga, NY | Jan 2011 - Sep 2023 | 12 |
| Securities America, Inc. | Cheektowaga, NY | Oct 2017 - Aug 2023 | 5 |
| Securities America Advisors, Inc. | Cheektowaga, NY | Oct 2017 - Aug 2023 | 5 |
| Leaky Waders, LLC | Island Park, ID | Jun 2018 - Jan 2021 | 2 |
| National Planning Corporation | Cheektowaga, NY | Nov 2012 - Oct 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1999 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
| S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- NY
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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