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Robert Henry Himmelman

Fortitude Family Office

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About Robert Henry Himmelman

Robert Himmelman is an investment advisor representative for Fortitude Family Office in Scottsdale, Arizona, who has been in the industry for over 10 years. He previously held positions at LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fidelity Brokerage Services LLC, and UBS Financial Services Inc. Robert Himmelman is a Certified Financial Planner and holds Series 66, SIE, and Series 7 licenses. Robert Himmelman is also registered with the states of Arizona and California.

Firm Information

Robert Himmelman is currently registered with Fortitude Family Office. Fortitude Family Office is a Scottsdale, Arizona-based wealth management firm that provides a range of services including family office services, business management, and philanthropic services. They manage approximately $640.9 million in assets for high net worth individuals, pooled investment vehicles, and individuals other than high net worth.
Fortitude Family Office

8901 E. PIMA CENTER PARKWAY

SCOTTSDALE, AZ 85258

$640.90M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office & wealth management services, business management, philanthropic services

Family office & wealth management services, business management, philanthropic services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Himmelman’s Registration & Firm History

AZ

06/26/2024 - Present

Fortitude Family Office (SCOTTSDALE AZ)

AZ

02/22/2024 - 06/27/2024

LPL FINANCIAL LLC (SCOTTSDALE AZ)

AZ

12/01/2021 - 04/25/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)

AZ

07/24/2020 - 11/29/2021

FIDELITY BROKERAGE SERVICES LLC (PHOENIX AZ)

NJ

01/27/2016 - 07/09/2020

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 03/01/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Henry Himmelman.
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