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Robert Joseph Michelotti

Foreside Fund Services, LLC

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About Robert Joseph Michelotti

Robert Michelotti is an active financial advisor with over 20 years of experience in the financial industry. Robert currently works at Foreside Fund Services, LLC in Portland, ME. Robert has a strong track record of success in providing investment advice and guidance to clients. Robert has held previous positions at Compass Distributors, LLC, ALPS Distributors, Inc., Mutual of Omaha Investor Services, Inc., SummitAlliance Securities, L.L.C., Planco Financial Services, LLC, ABN AMRO Financial Services, Inc., BANC One Securities Corporation, Ferris, Baker Watts Incorporated and Prudential Securities Incorporated.

Firm Information

Robert Michelotti is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

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.

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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Robert Michelotti’s Registration & Firm History

ME

12/02/2022 - Present

Foreside Fund Services, LLC (Portland ME)

ME

08/13/2021 - 12/31/2022

COMPASS DISTRIBUTORS, LLC (PORTLAND ME)

CO

04/01/2013 - 06/14/2021

ALPS DISTRIBUTORS, INC. (DENVER CO)

NE

06/02/2009 - 04/01/2013

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

TX

02/02/2009 - 04/29/2009

SUMMITALLIANCE SECURITIES, L.L.C. (DALLAS TX)

CT

02/18/2005 - 12/15/2008

PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)

IL

07/20/2004 - 02/01/2005

ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)

IL

05/05/2003 - 08/14/2003

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MD

04/29/2002 - 04/10/2003

FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)

NY

01/25/2001 - 04/23/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/28/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Joseph Michelotti.
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