Robert Edward Baschnagel
CFP®Professional Summary
Robert Edward Baschnagel, CFP® is a registered financial advisor currently at HOLCOMBE & MCGRATH located in Asheville, North Carolina. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Robert has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
12 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
HAROLD E. HOLCOMBE & SUSAN L. MCGRATH | MCGRATH & ASSOCIATES, INC., D/B/A HOLCOMBE & MCGRATH | MCGRATH & ASSOCIATES, INC. | HOLCOMBE & MCGRATH, INC. | HOLCOMBE & MCGRATH INC. | HOLCOMBE & MCGRATH
Contact Information
Main Address
12a Bay Street, Asheville, NC 28801Mailing Address
P.o Box 2058, Asheville, NC 28802Phone Number
(828) 252-8228# of Employees
3SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
701AUM (Assets Under Management)
$155,898,135Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
HAROLD E. HOLCOMBE & SUSAN L. MCGRATH | MCGRATH & ASSOCIATES, INC., D/B/A HOLCOMBE & MCGRATH | MCGRATH & ASSOCIATES, INC. | HOLCOMBE & MCGRATH, INC. | HOLCOMBE & MCGRATH INC. | HOLCOMBE & MCGRATH
State Registrations and Notice Filings
(12/9/2016)
(5/13/2014)
(11/14/2016)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Edward Baschnagel's CRS (Customer Relationship Summary).
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