Robert Pollsen, financial advisor Monroe NY

Robert Pollsen

CRD Number: 1497722
Current Firm: Planwyz Inc.

Robert Pollsen (CRD# 1497722) is an Investment Advisor Representative working at Planwyz Inc. in Monroe, NY and has over 5 years of experience in the finance industry. Robert Pollsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Planwyz Inc. West Palm Beach, FL Jul 2019 - Current 2
Unemployed/retired Monroe, NY Feb 2017 - Jul 2019 2
Bank Of America, N.a. Chappaqua, NY Sep 2016 - Feb 2017 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chappaqua, NY Sep 2016 - Feb 2017 < 1
Unemployed Monroe, NY Jul 2016 - Sep 2016 < 1
Leicht Financial Planning And Wealth Management Inc. Parsippany, NJ Jun 2013 - Jun 2016 3
Merrill Lynch White Plains, NY Sep 2009 - May 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2016
Contact Info for Robert B. Pollsen
Phone Number: 833-752-6999
Registered State(s):
  • FL
  • NJ
  • NY
  • TX
Current Firm Details
Planwyz Inc.
Firm's CRD Number: 300257
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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