Robert
Sharpe
Vela Investment Management, LLC
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About this Advisor
Robert Sharpe is a financial advisor based in New Albany, Ohio, working with Vela Investment Management, LLC. Robert has previously held positions at Heartland Advisors, Alps Distributors, Inc, Vela Investment Management, LLC, Vela Investment Management, and managed a personal portfolio during a period of unemployment. Robert has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Robert is part of Vela Investment Management, LLC, which operates out of New Albany, Ohio. The firm has 25 employees and manages assets totaling $397.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and other services. The fee structure at Vela Investment Management, LLC includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
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Vela Investment Management, LLC Brokerage Details
$397,892,003
25
278
$1,431,266
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Other
Robert Sharpe Work History
Vela Investment Management, LLC
Vela Investment Management
Unemployed, Managed Personal Portfolio
Heartland Advisors
Alps Distributors, Inc
Disclosures
Please visit the SEC profile of Robert Sharpe 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 Vela Investment Management, LLC
New Albany, OH
New Albany, OH
New Albany, OH
New Albany, OH
New Albany, OH
New Albany, OH
New Albany, OH
New Albany, OH
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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