Robert Lauro
Robert Lauro is a registered investment advisor at Blackridge Asset Management, LLC, based in Pittsburg, PA, with 30 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, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.
Location
300 Bilmar Dr, Suite 200, Pittsburg, PA, 15202
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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 ActivitiesSells Insurance
Robert owns Gateway Strategies Inc., a marketing organization, and spends about a quarter of his time on it, including a few hours per week during trading hours. He is also a partner at Senior Insurance Consultants LLC and an IAR at Blackridge Asset Management.
Employment History
Current Registrations
Blackridge Asset Management, LLC
Peak Brokerage Services, LLC
Peak Brokerage Services, LLCBroker
Previous Registrations
Hazard & Siegel, INC.Broker
Fortune Financial Services, INC.Broker
AXA Advisors, LLCBroker
American General Securities IncorporatedBroker
American General Securities IncorporatedBroker
Capital Brokerage CorporationBroker
American General Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
Prudential Securities IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 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.