Robert Danuloff, financial advisor Ontario OH

Robert Danuloff

CRD Number: 5495861
Current Firm: Kestra Advisory Services, LLC
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
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Company Name Location Dates Years
Kestra Advisory Services, LLC Ontario, OH Oct 2016 - Current 7
Kestra Investment Services, LLC Ontario, OH Dec 2015 - Current 8
Sterne Agee Investment Advisor Services, Inc. Birmingham, AL Jan 2015 - Current 9
Sterne Agee Financial Services, Inc. Ontario, OH Sep 2014 - Current 9
Wrp Investments, Inc. Youngstown, OH Jun 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2010
Contact Info for Robert W. Danuloff
By the Numbers
  • Total Assets Under Management
    48,324
    MILLIONS
  • Total Number of Accounts
    140,425
    ACCOUNTS
  • Average Account Value
    $344,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

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Data verified by both the advisor and the public regulatory data.

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