Unclaimed Profile

Robert Tait

BROADSTONE REAL ESTATE, LLC·ROCHESTER, New York

Clean recordBROADSTONE REAL ESTATE, LLC

140 CLINTON SQUARE, ROCHESTER, NY 14604CRD# 6028152Firm CRD# 160628

Profile Verification

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

Identity

Robert Tait · ROCHESTER, NY

Registration

CRD #6028152 · BROADSTONE REAL ESTATE, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Tait is a registered financial advisor based in ROCHESTER, New York, affiliated with BROADSTONE REAL ESTATE, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

BROADSTONE REAL ESTATE, LLC

BROADSTONE REAL ESTATE

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BROADSTONE REAL ESTATE, LLC →

Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Other: PROPERTY MANAGEMENT, ACQUISITION/SALE AND EQUITY RAISING FEES

Regulatory

SEC/IARD CRD# 6028152

Firm CRD# 160628

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Tait offer?

Robert Tait specializes in Wealth Management. Contact their office in ROCHESTER, New York for a consultation.

What are Robert Tait's credentials?

Robert Tait is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Tait located?

Robert Tait is based in ROCHESTER, New York, working with BROADSTONE REAL ESTATE, LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.

How does Robert Tait charge for services?

Robert Tait's firm is compensated through percentage of aum, other: property management, acquisition/sale and equity raising fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BROADSTONE REAL ESTATE, LLC?

BROADSTONE REAL ESTATE, LLC has approximately 38 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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