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Robert Michael Raich

Cannell & Spears LLC

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About Robert Michael Raich

Robert Michael Raich is an investment advisor representative with Cannell & Spears LLC. Robert has been in the industry since 2001. Robert specializes in investment advisory services, providing financial planning and portfolio management services for businesses, individuals, and investment companies. Robert is also a President and Portfolio Manager at SPEARS ABACUS ADVISORS LLC.

Firm Information

Robert Raich is currently registered with Cannell & Spears LLC. Cannell & Spears LLC is an investment advisor registered with the SEC. Based in New York, NY, the firm manages approximately $6.3 billion in assets for a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and investment companies. Cannell & Spears offers a wide range of advisory services, including portfolio management, financial planning, and selection of other advisors. The firm also provides asset allocation reviews.
Cannell & Spears LLC

545 MADISON AVENUE

NEW YORK, NY 10022

$6.32B

Assets Under Management

2

Total Clients

21

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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review of asset allocation

Review of asset allocation

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Raich’s Registration & Firm History

NY

07/18/2021 - Present

Cannell & Spears LLC (NEW YORK NY)

NY

08/18/2010 - 11/14/2017

FORESIDE FUND SERVICES, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/12/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/02/2010

Series 24 - General Securities Principal Examination

BC

Issued 11/14/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Michael Raich.
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