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Robert William Gritter

Foreside Fund Services, LLC

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About Robert William Gritter

Robert Gritter is a financial professional with over 20 years of experience in the industry. Robert is currently registered with Foreside Fund Services, LLC and holds licenses including Series 63, Series 65, Series 7 and SIE. Robert has previously worked with BNY Mellon Securities Corporation, J.P. Morgan Institutional Investments Inc., BlackRock Investments, LLC, NGAM Distribution, L.P., Planco Financial Services, Inc., ALPS Distributors, Inc. and UBS PaineWebber Inc.. Robert is dedicated to providing clients with personalized financial advice and solutions to help them reach their financial goals.

Firm Information

Robert Gritter 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 Gritter’s Registration & Firm History

MI

10/23/2023 - Present

Foreside Fund Services, LLC (Birmingham MI)

NY

02/13/2018 - 02/11/2022

BNY MELLON SECURITIES CORPORATION (NEW YORK NY)

IL

06/09/2014 - 03/17/2017

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)

NY

04/30/2013 - 06/10/2014

BLACKROCK INVESTMENTS, LLC (NEW YORK NY)

MA

10/28/2005 - 03/11/2013

NGAM DISTRIBUTION, L.P. (BOSTON MA)

CT

09/14/2004 - 11/03/2005

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

CO

07/06/2004 - 08/18/2004

ALPS DISTRIBUTORS, INC. (DENVER CO)

NJ

06/12/1998 - 11/18/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 07/17/1998

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/10/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert William Gritter. Review regulatory record here.
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