Robert Lipka

19 Years of Experience

Stuart, FL

2 Disclosures

Robert Lipka is a registered investment advisor at Robert Henry Wealth Management, LLC, based in Stuart, FL, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 19 clients with $15M in assets under management.

Robert Henry Wealth Management, LLC

Compensation

Fee-Only (% of Portfolio)

Firm Size

1 advisor

IM Fee

Planning only

Assets Under Management

$14.6M

Location

1 SE Ocean Blvd, Stuart, FL, 34994

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History

Regulatory History (2)

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Customer Dispute

January 2010

Settled

Customer Dispute

July 2009

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Robert is the president and 25% owner of AJ Stables, a horse racing investment, but devotes no time to its operation. He is also the president and sole owner of Celeritas Racing LLC, another thoroughbred horse racing business, dedicating minimal time to it.

Employment History

Current Registrations

Robert Henry Wealth Management, LLC

February 2010 - Present · 16 yrs 3 mos

Previous Registrations

Raymond James Financial Services Advisors, INC

January 2009 - December 2009 · 11 mos

Raymond James Financial Services

June 2006 - January 2009 · 2 yrs 7 mos

A. G. Edwards & Sons, INC.

March 2006 - April 2006 · 1 mo

State Registrations1 state

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.

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