Robert AbramowitzCRD Number: 4437589
Current Firm: Arete Wealth Advisors, LLC
Robert Abramowitz (CRD# 4437589) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 21 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|Arete Wealth Management, LLC||Chicago, IL||Jul 2022 - Current||< 1|
|Arete Wealth Advisors, LLC||Chicago, IL||Jul 2022 - Current||< 1|
|National Securities Corp||Melville, NY||Sep 2017 - Jul 2022||4|
|National Asset Management||Melville, NY||Sep 2017 - Jul 2022||4|
|Oppenheimer & Company Inc.||Melville, NY||Apr 2016 - Sep 2017||1|
|Raymond James Financial Services Advisors Inc.||Garden City, NY||May 2014 - Apr 2016||1|
|Raymond James Financial Services||Garden City, NY||Jun 2011 - Apr 2016||4|
|New York Wealth Management||Garden City, NY||Jun 2011 - Apr 2016||4|
|Core Financial||Garden City, NY||Jun 2011 - Apr 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2001|
|S66||NASAA Uniform Combined State Law Examination||Dec 2016|
|S65||NASAA Investment Advisors Law Examination||Nov 2021|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management2,116MILLIONS
Total Number of Accounts5,102ACCOUNTS
Average Account Value$414,837
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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