Robert Dorfman
Robert Dorfman is a registered investment advisor at O'connor Alternative Investments, LLC, based in Jacksonville, FL, with 31 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. Their firm serves 35 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
O’Connor Alternative Investments does not have a standard fee schedule. The firm commonly receives a management fee from clients equal to a percentage of the value of the assets managed. O’Connor Alternative Investments may also receive a performance-based fee based on a percentage of profits earned. These fees are in addition to other expenses charged to clients.
Location
10401 Deerwood Park Blvd, Suite 2130, Jacksonville, FL, 32256
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
O'connor Alternative Investments, LLC
Cantor Fitzgerald & CO.Broker
Previous Registrations
UBS Asset Management (americas) LLC
UBS Global Asset Management (US) INC.
UBS Asset Management (US) INC.Broker
UBS Painewebber INC.Broker
Mitchell Hutchins Asset Management INC.Broker
Painewebber IncorporatedBroker
State Registrations43 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.