Robert
Lapolla
Strategas Asset Management, LLC
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About this Advisor
Robert Lapolla is a financial advisor working in New York, New York with 3 years of relevant experience. Lapolla works at Strategas Asset Management, LLC. They have spent their complete time as a financial advisor at Strategas Asset Management, Llc. Lapolla has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Strategas Asset Management, LLC is a financial advisory firm that has its headquarters in New York, NY. It has a total of 24 employees. It handles $598 million in assets among its 28 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 28 client accounts, 58% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Strategas Asset Management, LLC performs a broad range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Fees charged by financial advisors typically depend on which service is provided. Fee types billed by Strategas Asset Management, LLC may include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategas Asset Management, LLC Brokerage Details
$597,952,916
24
28
$21,355,461
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Robert Lapolla Work History
Robert has been registered as a financial advisor for 3 years.*
Strategas Research Partners
*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 Lapolla 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 Strategas Asset Management, LLC
New York, NY
Washington, DC
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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