Robert Ter Braak, financial advisor Mitchell Field NY
93 score

Robert Ter Braak

CRD Number: 4430215
Current Firm: Northeast Asset Management, Inc.

Robert Ter Braak (CRD# 4430215) is an Investment Advisor Representative working at Northeast Asset Management, Inc. in Mitchell Field, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Northeast Securities, Inc. Mitchel Field, NY Oct 2010 - Current 6
Asesorias Rtb Limitada Lobarnechea, Jun 2010 - Sep 2010 < 1
Wachovia Securities, LLC Richmond, VA Jul 2003 - May 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Robert Ter Braak
Phone Number: 516-222-5300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    347
    MILLIONS
  • Total Number of Accounts
    850
    ACCOUNTS
  • Average Account Value
    $408,028
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, MO, NC, NE, NJ, NM, NY, OH, PA, PR, SC, TN, TX, VA, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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