Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Pattridge Morgenthau is a registered Investment Advisor Representative with Cannell & Spears LLC. Robert has been in the industry for over 30 years and holds several licenses including Series 7, Series 8, Series 24 and Series 63 and Series 65. Robert has worked for several firms in the past including Lazard Freres & Co. LLC and Lehman Brothers Inc. Robert is also a Director of three mutual fund families sponsored by Davis Selected Advisors: Davis Funds, Davis Portfolios, and Davis Series Funds.
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.
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.
Strategic management for diversified investment portfolios.
Review of asset allocation
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
07/18/2021 - Present
Cannell & Spears LLC (NEW YORK NY)
NY
10/26/1990 - 01/17/2001
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
11/22/1983 - 10/16/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/04/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/29/1993
Series 24 - General Securities Principal Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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