Robert BarbutoCRD Number: 4576201
Current Firm: Strategic Advisers, Inc.
Robert Barbuto (CRD# 4576201) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Mount Kisco, NY and has over 14 years of experience in the finance industry.
Altium Wealth Management LLC
H. Beck, Inc.
Karagosian Financial Services, Inc.
|Fidelity Brokerage Services LLC||Mt Kisco, NY||Dec 2013 - Current||3|
|Bank Of America N.a||Stamford, CT||Jun 2012 - Nov 2013||1|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Stamford, CT||Mar 2012 - Nov 2013||1|
|Lynx/legend Trading Group||New York, NY||Mar 2011 - Feb 2012||< 1|
|T3 Trading Group||New York, NY||Dec 2010 - Mar 2011||< 1|
|Lynx/t3 Trading Group||New York, NY||Jun 2010 - Feb 2011||< 1|
|Lynx Capital Partners||New York, NY||May 2010 - Dec 2010||< 1|
|Assent LLC||New York, NY||Mar 2003 - May 2010||7|
|Assent Llc/lynx Trading Group||New York, NY||Mar 2003 - May 2010||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2002|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV