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Robert Matthew Hackel

R. F. Lafferty & CO., Inc.

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About Robert Matthew Hackel

Robert Matthew Hackel is a financial advisor with over 25 years of experience in the industry. Robert is currently registered with R. F. Lafferty & CO., Inc. and holds a variety of licenses and certifications including Series 7, 24, 63, and 65. Robert is also a Registered Options Principal. Robert is active in the financial community and serves on the Board of Directors for the National Investment Banking Association. Robert provides financial advice to a variety of clients including high-net-worth individuals and corporations. Robert is committed to helping his clients achieve their financial goals.

Firm Information

Robert Hackel is currently registered with R. F. Lafferty & CO., Inc.. R. F. Lafferty & CO., Inc. is a corporation formed in May 1976, headquartered in New York, NY. The firm provides portfolio management for individuals and selects other advisors, and has a total of 148 client accounts with $90,879,915 in regulatory assets under management. The firm is registered with the SEC and in 53 states.
R. F. Lafferty & CO., Inc.

40 WALL STREET

NEW YORK, NY 10005

$90.88M

Assets Under Management

45

Total Clients

50

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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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.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Robert Hackel’s Registration & Firm History

NY

04/01/2016 - Present

R. F. Lafferty & CO., Inc. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/17/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/02/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/28/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/26/1998

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2006

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/28/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 06/11/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Robert Matthew Hackel.
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