TrueAdvisor
TrueAdvisor
RS
RS

Robert Stravinski

R. F. Lafferty & CO., INC.
30 Years of Experience
Potomac Falls, VA
Broker
View SEC Summary
View SEC Summary

Robert Stravinski is a registered investment advisor at R. F. Lafferty & CO., INC., based in Potomac Falls, VA, with 30 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 125 clients with $130M in assets under management.

R. F. Lafferty & CO., INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
16 advisors
Number of Clients
125 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$129.8M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.75%
$250K - $500K2.50%
$500K - $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.5M1.50%
$2.5M+1.25%

All fees are negotiable. Fees for accounts over $5,000,000 are fully negotiable. Minimum advisory account size is $25,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Potomac Falls, VA

Get directions

History

Regulatory History
Clean regulatory record

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 involved with 401k sales and service through Seneca Sterling LLC, dedicating a few hours per week. He is also a volunteer field hockey coach.

Employment History
Current Registrations
R. F. Lafferty & CO., INC.
April 2016 - Present · 10 yrs 6 mos
R. F. Lafferty & CO., INC.
February 2016 - Present · 10 yrs 8 mos
R. F. Lafferty & CO., INC.Broker
February 2016 - Present · 10 yrs 8 mos
Previous Registrations
Fulcrum Advisory Services, LLC
November 2011 - February 2016 · 4 yrs 3 mos
Fulcrum Securities, LLCBroker
March 2009 - February 2016 · 6 yrs 11 mos
Eagle Strategies CORP
May 2002 - October 2004 · 2 yrs 5 mos
Nylife Securities LLCBroker
August 2001 - April 2009 · 7 yrs 8 mos
Princor Financial Services CorporationBroker
September 2000 - August 2001 · 11 mos
Signator Investors, INC.Broker
July 1996 - August 2000 · 4 yrs 1 mo
John Hancock Mutual Life Insurance CompanyBroker
July 1996 - May 1997 · 10 mos
State Registrations7 states
DCMDNYOHPATXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Potomac Falls, VA →All financial advisors in Virginia →