AdvisorOS Directory
Claim Profile
RS

Robert Bruce Sathe

MCF ADVISORS, LLC·COVINGTON, Kentucky
Unclaimed Profile
50 E. RIVERCENTER BLVD.,, COVINGTON, KY 41011CRD# 411195Firm CRD# 130372
01

About

Robert Bruce Sathe is a registered financial advisor based in COVINGTON, Kentucky, affiliated with MCF ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MCF ADVISORS, LLC
MCF ADVISORS, LLC
AUM
$2.9B
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at MCF ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 411195
Firm CRD# 130372
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in COVINGTON?

Browse all registered financial advisors in COVINGTON, Kentucky or claim this profile if it's yours.

Browse COVINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert Bruce Sathe offer?
Robert Bruce Sathe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COVINGTON, Kentucky for a consultation.
What are Robert Bruce Sathe's credentials?
Robert Bruce Sathe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Bruce Sathe located?
Robert Bruce Sathe is based in COVINGTON, Kentucky, working with MCF ADVISORS, LLC. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.
How does Robert Bruce Sathe charge for services?
Robert Bruce Sathe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCF ADVISORS, LLC?
MCF ADVISORS, LLC has approximately 34 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in COVINGTON
Robin Minto Lang — JOURNEY ADVISORY GROUP, LLCTerrence Michael Veith — EGATEWAY CAPITAL, LLCDavid Lee Harris — MCF ADVISORS, LLCTimothy Andrew Gavin — MCF ADVISORS, LLCMichael James Dutton — EGATEWAY CAPITAL, LLC
Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LOUISVILLE GuideLEXINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile