Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Matthew Mangiacotti is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. in Burlington, Vermont. Robert has been in the industry since February 24, 1990 and is registered with the state of Vermont and other states. He has a broad range of experience in the financial services industry and offers a variety of services to individuals and businesses. These services include portfolio management, financial planning, and research reports. Robert is committed to helping clients reach their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
VT
01/22/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BURLINGTON VT)
NA
10/22/1986 - 06/03/1988
BEAR, STEARNS & CO. INC.
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/13/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 10/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Mangiacotti is the right advisor for you? Invested Better is here to help.
