TrueAdvisor
TrueAdvisor
RT
RT

Robert Taglich

Aegis Capital CORP.
39 Years of Experience
Melville, NY
1 DisclosureBroker
View SEC Summary
View SEC Summary

Robert Taglich is a registered investment advisor at Aegis Capital CORP., based in Melville, NY, with 39 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,083 clients with $1.8B in assets under management.

Aegis Capital CORP.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
99 advisors
Number of Clients
3,083 clients
Average Client Portfolio
$577K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $1.0M2.25%
$1M+2.00%

Rates shown are the maximums when most transaction costs are charged to the client. If transaction costs are charged to Aegis Capital Corp., the maximum rates are 3.00% on the first $250k, 2.75% on the next $750k, and 2.50% over $1M. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1305 Walt Whitman Rd, Suite 120, Melville, NY, 11747

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2026
Pending
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Aegis Capital CORP.
July 2026 - Present · 3 mos
Aegis Capital CORP.
April 2026 - Present · 6 mos
Aegis Capital CORP.Broker
April 2026 - Present · 6 mos
Previous Registrations
Taglich Brothers, INC.Broker
February 1992 - April 2026 · 34 yrs 2 mos
Weatherly Securities CorporationBroker
May 1987 - February 1992 · 4 yrs 9 mos
Philips, Appel & Walden, INC.Broker
February 1987 - May 1987 · 3 mos
Rooney, Pace INC.Broker
October 1986 - December 1986 · 2 mos
State Registrations47 states
ALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Melville, NY →All financial advisors in New York →