Robert
Pudmericky

Prostatis Financial Advisors Group

CRD#6193289
Investment Advisor
in Hanover, MD

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About this Advisor

Robert Pudmericky is a financial advisor based in Hanover, Maryland, working with Prostatis Financial Advisors Group. Robert has previously held positions at Coastal Equities, Nylife Securities LLC, New York Life Insurance Co, Axa Advisors, Massmutual Life Insurance Co, Mml Investors Services, LLC, Garrison Forest Advisory Group, Lpl Financial LLC, Prostatis Group LLC, and Dietz Asset Management. Robert has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Maryland. Currently, Robert is part of Prostatis Financial Advisors Group, which operates out of Hanover, Maryland. The firm has 8 offices and 14 employees. The firm manages assets totaling $405.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Prostatis Financial Advisors Group includes asset-based and hourly fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

7580 Buckingham Blvd., Ste. 180
Hanover, MD 21076

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Prostatis Financial Advisors Group Brokerage Details

Total Assets Under Management

$405,004,861

MD Average: $6,889,882,315
Total Number of Employees

14

MD Average: 45
Total Number of Accounts

3,887

MD Average: 765
Average Account Size

$104,195

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Robert Pudmericky Work History

2023 - Present (1 year)

Prostatis Group LLC

2021 - 2023 (2 years)

Garrison Forest Advisory Group

2021 - 2023 (2 years)

Lpl Financial LLC

2018 - 2021 (3 years)

Mml Investors Services, LLC

2017 - 2021 (4 years)

Massmutual Life Insurance Co

2016 - 2017 (1 year)

Nylife Securities LLC

2016 - 2017 (1 year)

New York Life Insurance Co

2016 - 2016 (< 1 year)

Axa Advisors

2015 - 2015 (< 1 year)

Coastal Equities

2014 - 2015 (1 year)

Dietz Asset Management

Disclosures

Please visit the SEC profile of Robert Pudmericky 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 Prostatis Financial Advisors Group

Michael Mcghee
Rodeo, CA
Robert Pudmericky
Hanover, MD
Luke Mccarty
Melbourne, FL
Brian Canet
Hanover, MD
Samantha Nash
Hanover, MD
Lawrence Kiely
Hanover, MD
Christian Mcpherson
Melbourne, FL
Andrew Ashton
Hanover, MD

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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