Robert GoellnerCRD Number: 223577
Current Firm: Vanderbilt Advisory Services
Robert Goellner (CRD# 223577) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 37 years of experience in the finance industry. Robert Goellner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Park Avenue Securities LLC
American Portfolios Advisors, Inc.
Citigroup Global Markets Inc.
|Vanderbilt Securities, LLC||Woodbury, NY||Aug 2017 - Current||5|
|Vanderbilt Advisory Services||Woodbury, NY||Aug 2017 - Current||5|
|Sagepoint Financial, Inc.||Metuchen, NJ||Jan 2009 - Aug 2017||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1984|
Total Assets Under Management1,043MILLIONS
Total Number of Accounts4,420ACCOUNTS
Average Account Value$235,927
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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