Robert Budakian
Robert Budakian is a CFA-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Greenville, DE, with 31 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
4001 Kennett Pike, Suite 220, Greenville, DE, 19807
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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 Activities
Robert is a notary public since 2015, dedicating minimal time to notarizing signatures. He is also a board member for KAU Little League, spending a few hours per week assisting in maintaining and running the league.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Barclays Capital INC.
Barclays Capital INC.Broker
Hcfp Brenner Securities, LLCBroker
Corinthian Partners, L.L.C.Broker
Lehman Brothers INC.Broker
State Registrations53 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.