Robert Funk is a registered investment advisor, based in Bayside, NY, with 23 years of industry experience.
Location
Bayside, NY
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Regulatory History (1)
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Employment Separation After Allegations
August 1999Other Business Activities
Robert is dually registered with Navellier & Associates and Bespoke Investment Group, referring clients to their asset management firms as a solicitor. He spends nearly half his time with each of those firms, and about 10% of his time with Innovation Partners, LLC.
Employment History
Current Registrations
Ifp Securities, LLC
January 2026 - Present · 4 mos
Ifp Securities, LLCBroker
January 2026 - Present · 4 mos
Independent Financial Partners
January 2026 - Present · 4 mos
Previous Registrations
Bespoke Investment Group, LLC
April 2024 - May 2025 · 1 yr 1 mo
Innovation Partners LLCBroker
September 2022 - January 2026 · 3 yrs 4 mos
Clearview Trading Advisors, INC.Broker
July 2017 - September 2022 · 5 yrs 2 mos
Navellier & Associates INC
February 2016 - February 2026 · 10 yrs
Avatar Securities, LLCBroker
June 2014 - February 2016 · 1 yr 8 mos
Clearview Trading Advisors, INC.Broker
July 2012 - July 2014 · 2 yrs
Wts Proprietary Trading Group LLCBroker
July 2011 - September 2011 · 2 mos
Oppenheimer & CO. INC.Broker
November 2009 - May 2010 · 6 mos
Spectrum Trading, LLCBroker
August 2007 - December 2007 · 4 mos
Assent LLCBroker
March 2006 - May 2006 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2002 - January 2003 · 11 mos
Cantor, Weiss & Friedner, INC.Broker
September 1999 - November 2001 · 2 yrs 2 mos
Lehman Brothers INC.Broker
April 1998 - September 1999 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1994 - April 1998 · 3 yrs 11 mos
State Registrations6 states
CACTMINVNYTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.