Roberto
Estrugo
Return Advisors Inc
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About this Advisor
Roberto Estrugo is a financial advisor based in New Rochelle, New York, working with Return Advisors Inc. Roberto has previously held positions at Self Employment, Nuverse Advisors, LLC, and Return Advisors Inc. Roberto has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Roberto is part of Return Advisors Inc, which operates out of New Rochelle, New York. The firm has one employee and manages assets totaling $49.0 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Return Advisors Inc includes asset-based fees.
Certifications and Registrations
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Return Advisors Inc Brokerage Details
$49,000,000
1
9
$5,444,444
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Roberto Estrugo Work History
Return Advisors Inc
Self Employment
Nuverse Advisors, LLC
Disclosures
Please visit the SEC profile of Roberto Estrugo 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 Return Advisors Inc
New Rochelle, NY
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