Robert GaetaCRD Number: 5963743
Current Firm: Msi Financial Services, Inc.
Robert Gaeta (CRD# 5963743) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Hauppauge, NY and has over 2 years of experience in the finance industry.
Scholtz & Co
Axa Advisors, LLC
Abbondandolo Wealth Management Corp
|Metlife Securities Inc.||Hauppauge, NY||Oct 2013 - Current||3|
|Magii Inc.||Hauppauge, NY||Jul 2013 - Oct 2013||< 1|
|None||None, NY||Mar 2013 - Jun 2013||< 1|
|Axa Advisors||New York, NY||Nov 2012 - Feb 2013||< 1|
|Wells Fargo Advisors Financial Network, LLC||Melville, NY||Aug 2012 - Nov 2012||< 1|
|University Of Maryland||College Park, NY||Aug 2011 - May 2012||< 1|
|Ubs Financial Services||Melville, NY||Jul 2011 - Aug 2011||< 1|
|Schooner Restaurant||Freeport, NY||Jun 2011 - Jul 2011||< 1|
|University Of Maryland||College Park, NY||Aug 2010 - May 2011||< 1|
|Maplewood Summer Camp||Wantagh, NY||Jul 2010 - Aug 2010||< 1|
|University Of Maryland||College Park, NY||Aug 2009 - May 2010||< 1|
|Fairfield University||Fairfield, CT||Aug 2008 - May 2009||< 1|
|Tony D's Pizzeria||Massapequa, NY||Jun 2007 - Aug 2008||1|
|Chaminade High School||Mineola, NY||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.