Marc
Robert
Water Asset Management, LLC
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About this Advisor
Marc Robert is a financial advisor operating out of New York, New York. Robert currently works for Water Asset Management, LLC. They have spent their complete career at Water Asset Management, Llc. Robert holds a Series 63 license, designating them as a securities broker, and is registered to work in Texas. Water Asset Management, LLC is a registered investment firm that has its headquarters in New York, NY. It oversees $541 million in total assets among its 279 customer accounts, placing it among the bigger firms in the country by assets under management. The firm advises one charities and foundations. Of its 279 customer accounts, 72% belong to high-net-worth individuals who have at least $1 million in investable assets. Water Asset Management, LLC performs a set of services, including portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advice largely vary depending on which services are offered. However, fees charged by Water Asset Management, LLC likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Water Asset Management, LLC Brokerage Details
$541,079,703
16
279
$1,939,354
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Marc Robert Work History
Marc has been registered as a financial advisor for 0 years.*
Morgan Stanley & Co., Inc
*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 Marc Robert 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 Water Asset Management, LLC
New York, NY
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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