Robert RadlerCRD Number: 6231883
Current Firm: Blackrock Financial Management, Inc.
Compensation Model: Fee Only
Financial Life Focus, LLC
|Blackrock||Atlanta, GA||Jun 2019 - Current||4|
|Blackrock Investments LLC||Atlanta, GA||Jun 2019 - Current||4|
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - May 2019||< 1|
|Fidelity Brokerage Services LLC||Atlanta, GA||Oct 2017 - May 2019||1|
|Fidelity Brokerage Services LLC||Atlanta, GA||Apr 2015 - Oct 2017||2|
|Fidelity Brokerage Services LLC||Atlanta, GA||Jul 2014 - Apr 2015||< 1|
|Fidelity Brokerage Services, LLC||Jacksonville, FL||Jul 2013 - Jul 2014||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2015|
|S63||Uniform Securities State Law Examination||Oct 2013|
Total Assets Under Management1,163,047MILLIONS
Total Number of Accounts2,220ACCOUNTS
Average Account Value$523,895,020
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.