Unclaimed
Robert John Aylward is a registered investment advisor representative and has been active in the industry since 1998. Robert currently works for First Manhattan Co. LLC where he is registered as an investment advisor representative (IAR) in New York and as a registered representative in New York. In addition to his current employment, Robert has previously worked for First Manhattan Co. in New York. Robert John Aylward has a number of professional designations and has passed a number of exams including the Series 63, Series 65, Series 7 and the SIE.
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.
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
NY
02/16/2023 - Present
First Manhattan Co. LLC (NEW YORK NY)
NY
08/15/1991 - 05/29/1997
FIRST MANHATTAN CO (NEW YORK NY)
BC
Issued 07/14/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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