Robert Schermerhorn, financial advisor Saratoga Springs NY

Robert Schermerhorn

CRD Number: 1063197
Current Firm: Lpl Financial LLC
Robert Schermerhorn (CRD# 1063197) is an Investment Advisor Representative working at Lpl Financial LLC in Saratoga Springs, NY and has over 34 years of experience in the finance industry. Robert Schermerhorn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Similar Advisors
Joseph Abed El Latif, financial advisor Saratoga Springs NY
Joseph Abed El Latif
CRD# 6091481
The Ayco Company, LP
Similar Advisors
Anthony Accetta, financial advisor Saratoga Springs NY
Anthony J. Accetta
CRD# 5123632
Cetera Investment Advisers LLC
Similar Advisors
Lawrence Agler, financial advisor Saratoga Springs NY
Lawrence J. Agler
CRD# 1476297
Lpl Financial LLC
Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Saratoga Springs, NY May 1994 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1987
Contact Info for Robert Schermerhorn
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Robert Schermerhorn and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.