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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 John Naclerio is a financial advisor with over 29 years of experience in the industry. Robert John Naclerio is currently registered with LPL Financial LLC in Elmsford, NY. Robert John Naclerio has previously worked with a number of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and TIAA-CREF Individual & Institutional Services, LLC. Robert John Naclerio is a licensed investment advisor and a securities representative and holds several professional licenses. Robert John Naclerio works with a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
05/09/2022 - Present
LPL Financial LLC (ELMSFORD NY)
NY
09/13/2016 - 06/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
NY
11/06/2000 - 04/11/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
12/02/1994 - 08/01/2000
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NY
06/07/1994 - 12/31/1995
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
NJ
06/29/1988 - 10/21/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/29/1988 - 10/21/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
06/23/1987 - 11/11/1987
ERNST & COMPANY
IA
Issued 01/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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