Robert George
Robert George is a registered investment advisor at Blue Horizon Equity, INC., based in Pittsford, NY, with 33 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 Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,491 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum advisor fee is 1.75% per year. Additional administrative fees, strategist fees, and minimum account fees of $99 apply depending on the program.
Fee Estimator
Location
55 Sully'S Trail, Suite F, Pittsford, NY, 14534
Get directionsHistory
Regulatory History
No 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 →Other Business ActivitiesSells Insurance
Robert is an IAR with APA and an independent insurance agent. He also devotes minimal time as an investor in Bunga Burger Bar and about 10-20% of his time to APFS Rochester selling life insurance and fixed annuities.
Employment History
Current Registrations
Blue Horizon Equity, INC.
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
New England SecuritiesBroker
Mony Securities CorporationBroker
State Registrations3 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.
Exams
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