Robert Stravinski is a registered investment advisor at R. F. Lafferty & CO., INC., based in New York, NY, with 29 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 125 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.25% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
40 Wall Street, Suite 3602, New York, NY, 10005
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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 Activities
Robert is involved with 401k sales and service through Seneca Sterling LLC, dedicating a few hours per week. He is also a volunteer field hockey coach.
Employment History
Current Registrations
R. F. Lafferty & CO., INC.
R. F. Lafferty & CO., INC.
R. F. Lafferty & CO., INC.Broker
Previous Registrations
Fulcrum Advisory Services, LLC
Fulcrum Securities, LLCBroker
Eagle Strategies CORP
Nylife Securities LLCBroker
Princor Financial Services CorporationBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations6 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.