Unclaimed Profile

Robert D Alin

PENTEGRA INVESTORS, INC.·WHITE PLAINS, New York

Clean recordPENTEGRA INVESTORS, INC.

701 WESTCHESTER AVENUE, WHITE PLAINS, NY 10604-3805CRD# 5627987Firm CRD# 111503

Profile Verification

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

Identity

Robert D Alin · WHITE PLAINS, NY

Registration

CRD #5627987 · PENTEGRA INVESTORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert D Alin is a registered financial advisor based in WHITE PLAINS, New York, affiliated with PENTEGRA INVESTORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

PENTEGRA INVESTORS, INC.

AUM

$5.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PENTEGRA INVESTORS, INC. →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5627987

Firm CRD# 111503

View on FINRA BrokerCheck →

Looking for a financial advisor in WHITE PLAINS?

Browse all registered financial advisors in WHITE PLAINS, New York or claim this profile if it's yours.

Browse WHITE PLAINS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert D Alin offer?

Robert D Alin specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WHITE PLAINS, New York for a consultation.

What are Robert D Alin's credentials?

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

Where is Robert D Alin located?

Robert D Alin is based in WHITE PLAINS, New York, working with PENTEGRA INVESTORS, INC.. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.

How does Robert D Alin charge for services?

Robert D Alin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENTEGRA INVESTORS, INC.?

PENTEGRA INVESTORS, INC. has approximately 14 employees and manages $5.9B 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 →