Robert Posner is a registered investment advisor, based in Jericho, NY, with 11 years of industry experience.
Location
50 Jericho Quadrangle, Jericho, NY, 11753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert owns SMAJ LLC, providing accounting consulting and tax advice to small businesses, dedicating a few hours per week. He is also a referring advisor for KC Wealth Management LLC and a non-equity partner at Grassi & Company, CPAs, P.C., spending about a quarter of his time supervising employees, preparing audits and income tax returns, and providing consulting services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
State Registrations2 states
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