BS
Bob Schmelzer
Financial Analyst at Manhattan Ridge Advisors
View Bob's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Financial Analyst
Jul 2023 - Present · 1 years and 6 months
Cetera Advisors LLC - Asset Advisory Services, Inc.
Director
Oct 2013 - Present · 11 years and 3 months
Vice President - Fixed Income Strategies
Jun 2012 - Jul 2013 · 1 years and 1 months
Company Details
We specialize in developing strategies for building, protecting and transferring wealth efficiently. Our goal is to achieve outstanding long-term investment results for our clients through personalized plans that reflect their financial needs, acceptable risk parameters and investment timeframe. Manhattan Ridge Advisors, with offices in New York, New Jersey and Connecticut, designs customized financial plans and manages wealth for a diverse range of clients. No matter what your life stage – starting a business, saving for your children’s education, preparing for retirement – we can create and implement a plan that enables you to invest on your terms, work diligently to minimize your tax liability and attempt to transfer wealth safely to your children or charitable entities. We’ve built our business on excellent service and a long-term view toward your financial success. Registered Representative offering securities through Cetera Advisors LLC, a registered broker-dealer, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity.
Year Founded
2006
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
1460 Broadway New York, NY 10036, US
Keywords
Comprehensive Wealth ManagementRetirement401k SpecialistInvestments
Discover More About Cleveland Clinic

Find verified contacts of Bob Schmelzer in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.