Robert IveyCRD Number: 6694145
Current Firm: Credit Suisse Securities (usa) LLC
Robert Ivey (CRD# 6694145) is an Investment Advisor Representative working at Credit Suisse Securities (usa) LLC in New York, NY and has over 5 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Credit Suisse Securities (usa) LLC||Ny, NY||Aug 2018 - Current||3|
|Lazard Asset Management||New York, NY||Jul 2016 - Aug 2018||2|
|Tulane University||New Orleans, LA||Sep 2012 - May 2016||3|
|Lazard Asset Management||New York, NY||Jun 2015 - Aug 2015||< 1|
|Empirical Asset Management||Newton, MA||May 2014 - Jul 2014||< 1|
|Accountemps||Framingham, MA||May 2013 - Aug 2013||< 1|
|Mangrove Partners||Wellesley, MA||May 2013 - Jul 2013||< 1|
|Bertucci's||Wellesley, MA||Aug 2011 - Aug 2012||1|
|Wellesley High School||Wellesley, MA||Sep 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2016|
Total Assets Under Management495MILLIONS
Total Number of Accounts16ACCOUNTS
Average Account Value$30,920,060
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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