Robert Bull is a registered investment advisor, based in Bedford Hills, NY, with 37 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Bedford Hills, NY
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Robert is involved in several investment-related activities, including roles as a P&C broker, FINRA arbitrator, consultant, FinOp, CEO, CCO, financial principal, registered investment advisor, and compliance consultant for various firms. These activities take up a significant amount of Robert's time, ranging from minimal time to about half his time.
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.