Robert Desalvo
Robert Desalvo is a registered investment advisor at Stratacore Capital Management, LLC., based in New York, NY, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 111 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.25% |
Annual fee may be negotiable for amounts over $1,000,000. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
57 W. 8th Street, Apt. 3A, New York, NY, 10011
Get directionsHistory
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 is an insurance agent selling insurance products and services since 2003. He dedicates minimal time to this activity.
Employment History
Current Registrations
Stratacore Capital Management, LLC.
Previous Registrations
Jci Asset Management, LLC
Jci Asset Management, LLC
Janney Montgomery Scott LLC
State Registrations3 states
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.