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Robert Spitler

Nfsg Corporation
26 Years of Experience
Boca Raton, FL
1 DisclosureBroker
View SEC Summary
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Robert Spitler is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 26 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 Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.

Nfsg Corporation
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee is up to 2%.

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

Location

1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2024
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Nfsg Corporation
July 2023 - Present · 3 yrs 3 mos
Newbridge Securities CorporationBroker
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
I-Bankers Securities, INC.Broker
March 2023 - June 2023 · 3 mos
Ibd Wealth Management, LLC
January 2021 - June 2023 · 2 yrs 5 mos
I-Bankers Direct, LLCBroker
March 2019 - June 2023 · 4 yrs 3 mos
Newbridge Financial Services Group, INC.
March 2016 - March 2019 · 3 yrs
Newbridge Securities CorporationBroker
February 2004 - July 2019 · 15 yrs 5 mos
Westpark Capital, INC.Broker
October 2002 - February 2004 · 1 yr 4 mos
Sterling Financial Investment Group, INC.Broker
November 2000 - October 2002 · 1 yr 11 mos
Joseph Charles & Assoc., INC.Broker
March 2000 - November 2000 · 8 mos
State Registrations1 state
FL
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.
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