Robert FassenfeldCRD Number: 3092434
Current Firm: Charles Schwab & Company, Inc.
Robert Fassenfeld (CRD# 3092434) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lake Grove, NY and has over 19 years of experience in the finance industry.
Scholtz & Co
Axa Advisors, LLC
American Portfolios Advisors, Inc.
|Chares Schwab & Company, Inc.||Smithtown, NY||Jul 2012 - Current||5|
|Charles Schwab Bank||Smithtown, NY||Jul 2012 - Current||5|
|Morgan Stanley Smith Barney||New York, NY||Nov 2010 - Jul 2012||1|
|Fidelity Brokerage Services LLC||New York, NY||Apr 2004 - Nov 2010||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Aug 2000|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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