Robert Radler, financial advisor New York NY

Robert Radler

CRD Number: 6231883
Current Firm: Blackrock Financial Management, Inc.
Compensation Model: Fee Only
Robert Radler (CRD# 6231883) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Dunwoody, GA and has over 2 years of experience in the finance industry.
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Origin Investment Advisory LLC
Company Name Location Dates Years
Blackrock Atlanta, GA Jun 2019 - Current 4
Blackrock Investments LLC Atlanta, GA Jun 2019 - Current 4
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - May 2019 < 1
Fidelity Brokerage Services LLC Atlanta, GA Oct 2017 - May 2019 1
Fidelity Brokerage Services LLC Atlanta, GA Apr 2015 - Oct 2017 2
Fidelity Brokerage Services LLC Atlanta, GA Jul 2014 - Apr 2015 < 1
Fidelity Brokerage Services, LLC Jacksonville, FL Jul 2013 - Jul 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2015
S63 Uniform Securities State Law Examination Oct 2013
By the Numbers
  • Total Assets Under Management
    1,163,047
    MILLIONS
  • Total Number of Accounts
    2,220
    ACCOUNTS
  • Average Account Value
    $523,895,020
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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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Data verified by both the advisor and the public regulatory data.

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