Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Schwagerl is an investment advisor representative registered with Cerity Partners LLC. Robert is a registered representative who specializes in portfolio management for individuals and businesses. Robert is also a registered investment advisor representative in the state of New York. Robert has been in the financial services industry since 1997 and has a variety of experience with different firms including Cowen & Co., Fordham Financial Management, Inc. and Neuberger Berman, LLC. Robert specializes in portfolio management for individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Tax services; bill pay
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
NY
07/16/2021 - Present
Cerity Partners LLC (NEW YORK NY)
NY
04/08/2003 - 03/10/2009
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
03/04/1998 - 06/19/1998
COWEN & CO. (NEW YORK NY)
NY
10/14/1997 - 02/27/1998
FORDHAM FINANCIAL MANAGEMENT, INC. (NEW YORK NY)
BC
Issued 06/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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