Robert Freitas
Robert Freitas is a registered investment advisor at LPL Financial LLC, based in Aiken, SC, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
114 Greenwood Street, S.W., Aiken, SC, 29801
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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 is involved in several business activities, including RL Freitas & Associates LLC (since 2014), Freitas Wealth Management Group (DBA for LPL business), and Stratos Wealth Partners/LTD (since 2022). He dedicates a full-time commitment to Stratos Wealth Partners/LTD, providing investment advisory services.
Employment History
Current Registrations
LPL Financial LLCBroker
Stratos Wealth Partners, LTD
Previous Registrations
Stratos Wealth Advisors LLC
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Mercap Securities, LLCBroker
Prosperity Capital Advisors
American Investment Services
Edward Jones
Edward JonesBroker
State Registrations5 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.