Roberta Rosenblatt
Roberta Rosenblatt is a registered investment advisor at Seelaus Asset Management, LLC, based in Chatham, NJ, with 23 years of industry experience. Roberta is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 273 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Basic advisory fee for retail accounts can range up to 1.50% of assets under management, paid quarterly in advance. Fees are negotiable.
Fee Estimator
Location
26 Main Street, Suite 304, Chatham, NJ, 07928
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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 →Employment History
Current Registrations
Seelaus Asset Management, LLC
R. Seelaus & CO., LLCBroker
Previous Registrations
Standard New York, INC.Broker
Icbc Standard Securities INC.Broker
Safdie Investment Services CORP.Broker
Rochdale Investment Management INC.Broker
State Registrations1 state
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
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