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Robert P
Series 63, Series 65
Fairfield, CT
Dakota Wealth, LLC
Robert Pavlik is a financial advisor at Dakota Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dakota Wealth since 2020, with prior experience at SlateStone Wealth, LLC and Bp Wealth Management, LLC. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers customized wealth management and investment services, focusing on primarily long-term portfolios using mutual funds, ETFs, equities, fixed income, and alternative investments, with active management roles in private funds and ETFs.
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