Unclaimed Profile

Robert Anthony Harclerode

MASTERWORKS FISCAL ADVISORS LLC·PARAMUS, New Jersey

SIE, Series 6, Series 7, Series 22, Series 24, Series 26, Series 39, Series 63, Series 65ChFCClean record28 years registeredMASTERWORKS FISCAL ADVISORS LLC

52 FOREST AVENUE, PARAMUS, NJ 07652CRD# 1019390Firm CRD# 159328

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Anthony Harclerode · PARAMUS, NJ

Registration

CRD #1019390 · MASTERWORKS FISCAL ADVISORS LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MASTERWORKS FISCAL ADVISORS LLC

MASTERWORKS FISCAL ADVISORS LLC

Dec 2021 – Dec 2023

BUDD LAKE, NJ

MASTERWORKS FISCAL ADVISORS LLC

Nov 2011 – Dec 2020

BUDD LAKE, NJ

STONEBRIDGE CAPITAL MANAGEMENT VI, L.L.C.

Dec 2009 – Oct 2014

PARAMUS, NJ

STONEBRIDGE CAPITAL MANAGEMENT IX, L.L.C.

Dec 2007 – Oct 2014

PARAMUS, NJ

STONEBRIDGE CAPITAL MANAGEMENT VIII, LLC

Sep 2007 – Nov 2012

WEST CALDWELL, NJ

STONEBRIDGE CAPITAL MANAGEMENT

Aug 2003 – Oct 2014

PARAMUS, NJ

STONEBRIDGE CAPITAL MANAGEMENT II LLC

Aug 2003 – Oct 2014

WEST CALDWELL, NJ

STONEBRIDGE CAPITAL MANAGEMENT III LLC

Aug 2003 – Oct 2014

WEST CALDWELL, NJ

STONEBRIDGE CAPITAL MANAGEMENT VII, LLC

Aug 2003 – Dec 2007

WEST CALDWELL, NJ

STONEBRIDGE CAPITAL MANAGEMENT, IV

Aug 2003 – Mar 2012

WEST CALDWELL, NJ

CADARET GRANT & CO INC

Jan 1998 – Dec 2012

Andover, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 26

Series 39

Series 63

Series 65

Registration record

First registered · January 5, 1998

Years registered · 28

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MASTERWORKS FISCAL ADVISORS LLC

CRD 159328 · SEC 801-72838

AUM

$18M

Regulatory assets under management

Employees

100 client accounts

Services offered by MASTERWORKS FISCAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MASTERWORKS FISCAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Robert Anthony Harclerode offer?

Robert Anthony Harclerode specializes in Financial Planning, Investment Management.

What are Robert Anthony Harclerode's credentials?

Robert Anthony Harclerode holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Anthony Harclerode located?

Robert Anthony Harclerode is based in PARAMUS, New Jersey, last registered with MASTERWORKS FISCAL ADVISORS LLC.

How does Robert Anthony Harclerode charge for services?

Robert Anthony Harclerode'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 MASTERWORKS FISCAL ADVISORS LLC?

MASTERWORKS FISCAL ADVISORS LLC has approximately 1 employees and manages $18M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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