Robert Peller is a registered investment advisor at The Ameriflex Group, based in New York, NY, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 16,688 clients with $9.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AmeriFlex offers investment management through various platforms, including Cambridge Managed Account Platform (CMAP) and WealthPort wrap programs. Fees are negotiated by each advisor and are based on a percentage of the market value of assets in the account. Fees are charged monthly or quarterly, in advance or in arrears. Clients may also be responsible for platform fees and internal fund expenses. The fees are negotiable.
Location
450 Seventh Avenue, Suite 1301, New York, NY, 10123
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the principal of Peller Wealth Management, a registered representative with Kestra Investment Services, and a financial advisor with Kestra Advisory Services, dedicating about half his time to the latter. He also manages Peller and Company, LLC, a tax/accounting/CPA firm, and serves as treasurer for the Peller Family Foundation, spending minimal time on each.
Employment History
Current Registrations
The Ameriflex Group
Cambridge Investment Research, INC.Broker
Previous Registrations
The Ameriflex Group
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
C. J. M. Planning CORP.Broker
State Registrations14 states
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