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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles Dalldorf is an investment advisor representative with Clear Harbor Asset Management, LLC. He is based in Wilton, CT. Robert has been in the industry since 1983. He is registered with the state of Connecticut and Texas. His prior work history includes time with New England Securities and Astor Securities, Inc. Robert's areas of expertise include investment management for individuals and businesses, financial planning, and portfolio management for pooled investment vehicles. Robert's firm, Clear Harbor Asset Management, LLC, is a registered investment adviser with the Securities and Exchange Commission (SEC). The firm has offices in Stamford, CT and Wilton, CT.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
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.
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2
CT
09/26/2024 - Present
Clear Harbor Asset Management, LLC (STAMFORD CT)
NY
01/23/1984 - 06/30/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
03/03/1983 - 03/05/1984
ASTOR SECURITIES, INC.
IA
Issued 03/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/1994
Series 24 - General Securities Principal Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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