Robert Abramowitz
Advisor at Arete Wealth Advisors, LLC — Melville, NY
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66, Series 65
Experience Industry experience
24 years
Location
Melville, NY 11747
Arete Wealth Advisors, LLC
Multi-team
Robert Abramowitz is a financial advisor at Arete Wealth Advisors, LLC with 24 years of industry experience. He has previously worked at National Asset Management, National Securities Corp, and Oppenheimer. Outside of his advisory role, Abramowitz is the owner of CARA Corp for tax purposes. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it incorporates third-party sub-advisers and due diligence in its investment approach.
Based on Arete Wealth Advisors, LLC
Based on Arete Wealth Advisors, LLC
Flat fixed fees for financial planning services, negotiated between Advisor and Client
$0 - $249,000: 3.00% $250,000 - $749,999: 2.50% $750,000 - $1,499,999: 2.00% $1,500,000 - $4,999,999: 1.75% $5,000,000+: 1.50%
Arete Advisors may receive commissions from insurance sales through affiliated insurance agency
Hourly fees for financial planning services, negotiated between Advisor and Client
Performance-based fees or carried interest ranging from 5% to 20% on certain private funds as disclosed in offering documents
Account minimum: $50,000 (generally required initial minimum account balance, may be waived based on individual needs and complexity) Fee-only: Hourly fees and flat fixed fees for financial planning services, negotiated between Advisor and Client
Melville, NY
425 Broad Hollow Road, Ste 325
Melville NY 11747
Advisors at this office
25
California · Florida · New Jersey · New York · Texas
24 years of industry experience
Arete Wealth Advisors, LLC
2022 - Present • 4 years
Chicago, IL
Arete Wealth Management, LLC
2022 - Present • 4 years
Chicago, IL
National Asset Management
2017 - 2022 • 5 years
Melville, NY
National Securities Corp
2017 - 2022 • 5 years
Melville, NY
Oppenheimer
2016 - 2017 • 1 year
Melville, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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