Robert
Pavlik
Dakota Wealth, LLC
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About this Advisor
Robert Pavlik is a financial advisor operating in Fairfield, Connecticut who has 3 years of relevant experience. Pavlik is an employee of Dakota Wealth, LLC. During their career, Pavlik has held roles at Banyan Partners, LLC, Bp Wealth Management, LLC, Slatestone Wealth, LLC and Dakota Wealth, LLC. Pavlik maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Connecticut, Florida and North Carolina. Dakota Wealth, LLC is a financial advisory firm headquartered in Palm Beach Gardens, FL. The company has offices in 15 locations and a total of 57 employees. It handles $3 billion in total assets among its 4,748 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to nine charitable organizations. Of its 4,748 accounts, 28% belong to high-net-worth individuals who have more than $1 million in investable assets. Dakota Wealth, LLC offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and other services. A financial advisor's fees typically vary depending on the type of services provided. Fees billed by Dakota Wealth, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dakota Wealth, LLC Brokerage Details
$2,548,153,882
57
4,748
$536,679
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Robert Pavlik Work History
Robert has been registered as a financial advisor for 3 years.*
Dakota Wealth, LLC
Slatestone Wealth, LLC
Slatestone Wealth, LLC
Bp Wealth Management, LLC
Banyan Partners, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Pavlik to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dakota Wealth, LLC
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Akron, OH
Richmond, VA
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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