Robert Kiff
Robert Kiff is a registered investment advisor at Citizens Securities, INC., based in New York, NY, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 53,044 clients with $9.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Citizens Securities offers investment management through its Managed Account Program. The fees vary depending on the specific program selected.
The maximum annual rate for Citizens Securities' component of the fee is 2.00%. The total fee covers asset allocation recommendations, manager research, brokerage, custody, performance reports, and administrative services. Third-party manager fees typically range from 0.02% to 0.50%.
Fees are negotiable under some circumstances, such as the type and size of the client account and the range of services provided.
For Connect accounts, there is a minimum investment of $2,000.
Location
New York, NY
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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 has been licensed in life and health insurance in NY since 2008, but spends minimal time on this activity. This activity is investment-related.
Employment History
Current Registrations
Citizens Securities, INC.
Citizens Securities, INC.
Citizens Securities, INC.Broker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Omega Point Securities LLCBroker
Jumpstart Securities, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Dimension Trading Group, LLCBroker
Fmsi Advisers
First Midwest Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Quick & Reilly, INC.Broker
Fleet Enterprises, INC.Broker
Citicorp Investment ServicesBroker
Bny Investment Center INC.Broker
Essex National Securities, INC.Broker
Lcp Capital CORP.Broker
Nichols, Safina, Lerner & CO. INC.Broker
State Registrations52 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.