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Stephen Ryan Robshaw

ROBSHAW & JULIAN ASSOCIATES INC·WILLIAMSVILLE, New York
Unclaimed Profile
6255 SHERIDAN DRIVE, WILLIAMSVILLE, NY 14221CRD# 4374997Firm CRD# 110305
01

About

Stephen Ryan Robshaw is a registered financial advisor based in WILLIAMSVILLE, New York, affiliated with ROBSHAW & JULIAN ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROBSHAW & JULIAN ASSOCIATES INC
ROBSHAW & JULIAN ASSOCIATES INC
AUM
$170M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ROBSHAW & JULIAN ASSOCIATES INC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4374997
Firm CRD# 110305
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Ryan Robshaw offer?
Stephen Ryan Robshaw specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are Stephen Ryan Robshaw's credentials?
Stephen Ryan Robshaw is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Ryan Robshaw located?
Stephen Ryan Robshaw is based in WILLIAMSVILLE, New York, working with ROBSHAW & JULIAN ASSOCIATES INC. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.
How does Stephen Ryan Robshaw charge for services?
Stephen Ryan Robshaw's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROBSHAW & JULIAN ASSOCIATES INC?
ROBSHAW & JULIAN ASSOCIATES INC has approximately 4 employees and manages $170M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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