Robert SchorrCRD Number: 1385082
Current Firm: Kls Professional Advisors Group, LLC
Robert Schorr (CRD# 1385082) is an Investment Advisor Representative working at Kls Professional Advisors Group, LLC in New York, NY and has over 28 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Na||Na, NY||Nov 1994 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1989|
|S65||NASAA Investment Advisors Law Examination||Jun 1994|
Total Assets Under Management5,575MILLIONS
Total Number of Accounts8,704ACCOUNTS
Average Account Value$640,537
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, NC, NH, NJ, NM, NY, OR, PA, TX, VA
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