Robert Bruzik
Robert Bruzik is a CFP, ChFC-designated registered investment advisor at Alight Financial Advisors, LLC, based in Lincolnton, NC, with 30 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 195,957 clients with $35B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K+ | 0.30% |
Fee Estimator
Location
Lincolnton, NC
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2024Other Business Activities
Robert owns rental property in Pigeon Forge, TN since 2021, dedicating minimal time. He also owns a holding lot for a future home in Charlotte, NC since 2023, dedicating no time.
Employment History
Current Registrations
Alight Financial Advisors, LLC
Alight Financial Solutions, LLC
Alight Financial Solutions, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Alight Financial Advisors, LLC
Alight Financial Solutions, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Monarch Securities, INC.Broker
State Registrations1 state
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.