Robert Baffa is a registered investment advisor at Cubed Systems, based in Las Vegas, NV, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 41 clients with $62M 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 | 1.00% |
Maximum annual fee will not exceed 1.00% of assets under management. The standard fee for the comprehensive wrap program is 0.75% per year. Fees are negotiable.
Fee Estimator
Location
Las Vegas, NV
Get directionsHistory
Regulatory History (3)
Regulatory
July 2024Regulatory
April 2021Regulatory
March 2018Other Business Activities
Robert operates Cornerstone Global Wealth Management as a DBA for his LPL business and is an IAR for Cubed Systems, spending about a quarter of his time on the latter. He also owns rental real estate, dedicating minimal time to it.
Employment History
Current Registrations
Cubed Systems
Previous Registrations
Cubed Systems
LPL Financial LLCBroker
LPL Financial LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
A. T. Brod & CO. INC.Broker
A. R. Baron & CO., INC.Broker
State Registrations2 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
More Advisors
- Reynaldo Lucero, CFPStrategic Advisers LLC
- Matteo Hoch, CFPBird Spring Financial LLC
- Devan Wyson, CFPForthright Partnerstm
- Lien Chaing, CFPCogwheel Wealth Management, LLC
- Jordan Naffa, CFPArista Wealth Management, LLC
- Brett Myer, CFASequoia Financial Group, L.L.C.