RS
RS

Robert Nathan Schaffer

21 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
20 advisors
Number of Clients
3,334 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$5.6B

Fee Structure

Financial Planning:Investment management only
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Location

7763 West Glades Road, Boca Raton, FL, 33434

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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
Ladenburg Thalmann Asset Management INC
April 2022 - Present · 3 yrs 10 mos
Ladenburg Thalmann & CO. INC.Broker
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Andrew Garrett, INC.
March 2009 - May 2022 · 13 yrs 2 mos
Andrew Garrett INC.Broker
May 2007 - May 2022 · 15 yrs
Andrew Garrett INC.Broker
February 2005 - February 2007 · 2 yrs
Brokerageamerica, LLCBroker
January 2004 - March 2005 · 1 yr 2 mos
Thomas Group CapitalBroker
November 2003 - January 2004 · 2 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.