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Robert Richard Roback Jr.

LUTHER FOREST WEALTH ADVISORS, L.L.C.·MALTA, New York
Unclaimed Profile
2715 ROUTE 9, MALTA, NY 12020CRD# 5924509Firm CRD# 142714
01

About

Robert Richard Roback Jr. is a registered financial advisor based in MALTA, New York, affiliated with LUTHER FOREST WEALTH ADVISORS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
LUTHER FOREST WEALTH ADVISORS, L.L.C.
LUTHER FOREST WEALTH ADVISORS, L.L.C.
AUM
$72M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LUTHER FOREST WEALTH ADVISORS, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5924509
Firm CRD# 142714
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Richard Roback Jr. offer?
Robert Richard Roback Jr. specializes in Financial Planning, Investment Management. Contact their office in MALTA, New York for a consultation.
What are Robert Richard Roback Jr.'s credentials?
Robert Richard Roback Jr. is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Richard Roback Jr. located?
Robert Richard Roback Jr. is based in MALTA, New York, working with LUTHER FOREST WEALTH ADVISORS, L.L.C.. Their office serves clients in the MALTA metropolitan area and surrounding communities.
How does Robert Richard Roback Jr. charge for services?
Robert Richard Roback Jr.'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 LUTHER FOREST WEALTH ADVISORS, L.L.C.?
LUTHER FOREST WEALTH ADVISORS, L.L.C. has approximately 2 employees and manages $72M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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