Robert Pavlik (CRD# 1731492) is an Investment Advisor Representative working at Dakota Wealth, LLC in Fairfield, CT and has over 26 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dakota Wealth, LLC | Palm Beach Gardens, FL | Oct 2020 - Current | 3 |
| Slatestone Wealth, LLC | Jupiter, FL | Jan 2018 - Oct 2020 | 2 |
| Slatestone Wealth, LLC | Fairfield, CT | Jan 2018 - Oct 2020 | 2 |
| Bp Wealth Management, LLC | Boston, MA | Oct 2014 - Dec 2017 | 3 |
| Banyan Partners, LLC | New York, NY | Jan 2009 - Nov 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2002 |
- CT
- FL
- NC
-
Total Assets Under Management5,334MILLIONS
-
Total Number of Accounts9,720ACCOUNTS
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Average Account Value$548,779
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MI, MN, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI
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