Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert A Spada is a registered Investment Advisor Representative with Virtus Fixed Income Advisers, LLC. Robert has been in the industry since August 11, 1993, and has experience with a variety of financial firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Infinex Investments, Inc., Bear, Stearns & Co. Inc., Rauscher Pierce Refsnes, Inc., and Shearson Lehman Hutton Inc. Robert is registered in Connecticut and New Jersey, and holds the Series 63, 65, and 66 licenses. Robert specializes in Portfolio Management for Businesses, Individuals, Investment Companies and Pooled Investment Vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CT
07/06/2022 - Present
Virtus Fixed Income Advisers, LLC (MANCHESTER CT)
CT
09/22/2011 - 02/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
CT
06/27/2005 - 07/17/2006
INFINEX INVESTMENTS, INC. (WEST HARTFORD CT)
NY
11/21/2003 - 06/24/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/12/1992 - 06/06/2003
BEAR, STEARNS & CO. INC. (NEW YORK NY)
TX
01/20/1989 - 12/13/1990
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
09/24/1986 - 03/08/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
BOTH
Issued 10/31/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/04/2001
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
Not sure Robert Spada is the right advisor for you? Invested Better is here to help.
