Robert Leitner
Scarsdale, New York, 10583
Member Since 2005
I am a Registered Investment Advisor and a Certified Financial Planner with
24 years of experience in the financial services industry. The name of my company is Financial Advisory Network. Our goal is to provide our clients with comprehensive financial planning and investment advice based on their corressponding needs. Financial Advisory Network guides its clients prudently in areas of retirement planning, investments and estate planning.
My Location
Background Information
Years of Financial Experience
- 24
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Schwab
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 119987
- Securities Registrations: Series None
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate
Investment Services
- Asset allocation, Performance Reporting, Tax Efficient Strategies
