Robert Danuloff, financial advisor Ontario OH
100 score

Robert Danuloff

CRD Number: 5495861
Current Firm: Sterne Agee Investment Advisor Services, Inc.
Compensation Model: Both

Robert Danuloff (CRD# 5495861) is an Investment Advisor Representative working at Sterne Agee Investment Advisor Services, Inc. in Mansfield and Columbus, Ohio and has over 16 years of experience in the finance industry.

CONTACT
Similar Advisors
Chanley Christman, financial advisor Ontario OH
Chanley M. Christman
CRD# 2771126
Raymond James Financial Services Advisors, Inc.
Score
96
Similar Advisors
Jeffrey Deeter, financial advisor Ontario OH
Jeffrey T. Deeter
CRD# 4601990
Investment Professionals, Inc.
Score
96
Similar Advisors
Ryan Gilmer, financial advisor Ontario OH
Ryan T. Gilmer
CRD# 5168946
Whitcomb & Hess, Inc.
Score
96
Company Name Location Dates Years
Sterne Agee Investment Advisor Services, Inc. Birmingham, AL Jan 2015 - Current 1
Sterne Agee Financial Services, Inc. Ontario, OH Sep 2014 - Current 2
Wrp Investments, Inc. Youngstown, OH Jun 2010 - Current 6
Lpl Financial Worthington, OH Feb 2008 - Jun 2010 2
Jp Morgan Chase Columbus, OH Jun 2005 - Feb 2008 2
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Apr 2008
S66 NASAA Uniform Combined State Law Examination May 2010
Contact Info for Robert W. Danuloff
Phone Number:
Advisor Website: www.danuloff-financial.com
Registered State(s):
  • OH
  • FL
  • NC
  • MN
By the Numbers
  • Total Assets Under Management
    462
    MILLIONS
  • Total Number of Accounts
    3,594
    ACCOUNTS
  • Average Account Value
    $128,641
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Robert Danuloff and other advisors.
BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.