Robert Traitz
Robert Traitz is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Wyckoff, NJ, with 42 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
Wyckoff, NJ
Get directionsHistory
Regulatory History (5)
Customer Dispute
March 2007Employment Separation After Allegations
August 2005Customer Dispute
July 2005Customer Dispute
August 2000Customer Dispute
August 1999Other Business Activities
Robert is involved with Traitz LLC, which includes farmland acreage, rental property, and tutoring, since 2005. This investment-related activity takes about half of Robert's time.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Ryan Beck & CO.
Ryan Beck & CO.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.