RC
RC

Robert Canzani

24 Years of Experience
Wyckoff, NJ

Robert Canzani is a registered investment advisor at Saiph Capital, LLC, based in Wyckoff, NJ, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 206 clients with $360M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
206 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$361.4M

Fee Structure

Planning is included in investment management

Saiph Capital's investment management fee is a percentage of your portfolio's value, ranging from 0.75% to 1.25% per year. The exact percentage depends on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated each quarter, in advance, based on the portfolio's value at the end of the previous quarter.

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Location

244 Everett Avenue, Wyckoff, NJ, 07481

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Saiph Capital, LLC
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2013 - February 2021 · 7 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
June 2013 - February 2021 · 7 yrs 8 mos
Goldman, Sachs & CO.Broker
November 2011 - June 2013 · 1 yr 7 mos
Goldman Sachs Execution & Clearing, L.P.Broker
December 2007 - November 2011 · 3 yrs 11 mos
Spear, Leeds & Kellogg Specialists LLCBroker
September 2001 - November 2011 · 10 yrs 2 mos
State Registrations1 state
NJ
Advisor

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.