Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Fredricks Epes is an investment advisor representative with Masterworks Advisers, LLC, a firm based in New York, New York. Robert has been working in the financial industry for over 7 years. Robert's experience includes roles at HRC Fund Associates, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and AXA Advisors, LLC. Robert holds the Series 66, Series 65, Series 7 and SIE licenses.
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.
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.
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NY
11/05/2023 - Present
Masterworks Advisers, LLC (NEW YORK NY)
NY
03/11/2020 - 11/25/2020
HRC FUND ASSOCIATES, LLC (NEW YORK NY)
NY
05/25/2017 - 04/02/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/27/2016 - 02/10/2017
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 12/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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