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Robert Radler

12 Years of Experience
New York, NY
Broker

Robert Radler is a registered investment advisor at Blackrock Financial Management, INC, based in New York, NY, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,309 clients with $1300B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
IM Fee
Planning only
Assets Under Management
$1327.9B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

50 Hudson Yards, New York, NY, 10001

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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
Blackrock Financial Management, INC
July 2019 - Present · 6 yrs 10 mos
Blackrock Investments, LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - May 2019 · 10 mos
Strategic Advisers LLC
May 2015 - July 2018 · 3 yrs 2 mos
Fidelity Brokerage Services LLCBroker
October 2013 - May 2019 · 5 yrs 7 mos
State Registrations3 states
GAMANY
AdvisorBrokerBoth

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.