Robert Barbuto, financial advisor Mount Kisco NY
93 score

Robert Barbuto

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Robert W. Barbuto
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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

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