Robert Meissner (CRD# 3219760) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Clarence Center, NY and has over 24 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Clarence Center, NY | May 2021 - Current | 2 |
| Kestra Investment Services, LLC | Clarence Center, NY | May 2021 - Current | 2 |
| Geneos Wealth Management, Inc. | Clarence Center, NY | Mar 2016 - May 2021 | 5 |
| Cornerstone Capital Wealth Management, Inc. | Clarence Center, NY | May 2007 - May 2021 | 14 |
| Transamerica Financial Advisors, Inc. | Clarence Center, NY | May 2012 - Mar 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2000 |
- NY
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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