RT
RT

Robert J Tirrito

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
771 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

135 Crossways Park Drive, Suite 404, Woodbury, NY, 11797

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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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Other Business Activities

Robert is employed full-time by NEPW, an unaffiliated SEC RIA, and Spire Securities, LLC, an unaffiliated BD, both in salaried administrative positions since April 2025.

Employment History
Current Registrations
Platform Technology Partners
April 2025 - Present · 10 mos
Spire Securities, LLCBroker
April 2025 - Present · 10 mos
Previous Registrations
Morgan Stanley
October 2022 - May 2025 · 2 yrs 7 mos
Morgan StanleyBroker
August 2022 - May 2025 · 2 yrs 9 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.