Robert Straus (CRD# 1864807) is an Investment Advisor Representative working at Focused Alpha, LLC in Denver, CO and has over 35 years of experience in the finance industry.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 5267609
Lpl Financial LLC
CRD# 4503842
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Focused Alpha, LLC | Denver, CO | Jan 2024 - Current | < 1 |
| Schwab Wealth Advisory, Inc. | Lone Tree, CO | Apr 2015 - Dec 2023 | 8 |
| Innovest Portfolio Solutions | Denver, CO | Jun 2014 - Feb 2015 | < 1 |
| Icon Advisers, Inc. | Greenwood Village, CO | Mar 2000 - Jun 2014 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1988 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- CO
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Total Assets Under Management307MILLIONS
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Total Number of Accounts816ACCOUNTS
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Average Account Value$375,940
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CO
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