Robert
Schaffer

Ladenburg Thalmann Asset Management Inc

CRD#4709587
Investment Advisor
in Boca Raton, FL

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About this Advisor

Robert Schaffer is a financial advisor based in Boca Raton, Florida, working with Ladenburg Thalmann Asset Management Inc. Robert has previously held positions at Andrew Garrett, Inc and Ladenburg Thalmann & Co. Inc. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and New York. Currently, Robert is part of Ladenburg Thalmann Asset Management Inc, which operates out of Boca Raton, Florida. The firm has 2 offices and 37 employees. The firm manages assets totaling $4.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Ladenburg Thalmann Asset Management Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

7763 West Glades Road
Boca Raton, FL 33434

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Ladenburg Thalmann Asset Management Inc Brokerage Details

Total Assets Under Management

$4,318,838,175

FL Average: $7,464,549,021
Total Number of Employees

37

FL Average: 88
Total Number of Accounts

3,133

FL Average: 3,892
Average Account Size

$1,378,499

FL Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Robert Schaffer Work History

2022 - Present (2 years)

Ladenburg Thalmann & Co. Inc

2007 - 2022 (15 years)

Andrew Garrett,Inc

Disclosures

Please visit the SEC profile of Robert Schaffer 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 Ladenburg Thalmann Asset Management Inc

Michael Meechan
New York, NY
Timothy Eng
New York, NY
Audrey Treloar
New York, NY
Fred Boy
Highlands Ranch, CO
Benjamin Dennis
New York, NY
Dan Daley
Naples, FL
Josephine Paribello
New York, NY
Robert Baisch
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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