Robert SherCRD Number: 1311017
Current Firm: Signator Investors, Inc.
Robert Sher (CRD# 1311017) is an Investment Advisor Representative working at Signator Investors, Inc. in Westbury, NY and has over 32 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
|Signator Investors, Inc.||Jericho, NY||Feb 1993 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1984|
|S65||NASAA Investment Advisors Law Examination||Feb 1999|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, CA, CO, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV