Robert Matofsky
Robert Matofsky is a CFP, ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in New York, NY, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
320 Park Avenue, Fl 9, New York, NY, 10022
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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 passively receives trails, renewals, and commissions on life, disability, and long-term care insurance from business written since 2005. He dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Altium Wealth Management LLC
Comprehensive Asset Management and Servicing, INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations7 states
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