RC
RC
Robert Constant
46 Years of Experience
New York, NY
1 DisclosureBroker
Robert Constant is a registered investment advisor at Jefferies Investment Advisers LLC, based in New York, NY, with 46 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B
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Location
520 Madison Avenue, New York, NY, 10022
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Regulatory History (1)
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Customer Dispute
May 1993Settled
Employment History
Current Registrations
Jefferies Investment Advisers LLC
May 2023 - Present · 3 yrs
Jefferies LLC
April 2012 - Present · 14 yrs 1 mo
Jefferies LLCBroker
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
Leucadia Asset Management LLC
August 2021 - August 2023 · 2 yrs
Credit Suisse Securities (USA) LLCBroker
November 2000 - May 2012 · 11 yrs 6 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
August 2000 - January 2003 · 2 yrs 5 mos
Sg Cowen Securities CorporationBroker
July 1998 - August 2000 · 2 yrs 1 mo
Cowen & CO.Broker
September 1995 - July 1998 · 2 yrs 10 mos
Oppenheimer & CO., INC.Broker
September 1989 - August 1995 · 5 yrs 11 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
July 1984 - September 1989 · 5 yrs 2 mos
Laidlaw Adams & Peck INCBroker
February 1982 - July 1984 · 2 yrs 5 mos
Rooney, Pace INC.Broker
November 1981 - February 1982 · 3 mos
John Muir & CO.Broker
July 1979 - September 1981 · 2 yrs 2 mos
State Registrations16 states
CACOCTDEFLGAILMANCNJNYORTNTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.