How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

q4G0EfpMQq4

See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Robert

ADVISOR PROFILE

MANAGING MEMBER OF ANKAP LLC, THE GENERAL PARTNER OF ANKAP PARTNERS, L.P., A PRIVATE INVESTMENT PARTNERSHIP LOCATED AT 880 THIRD AVENUE, NY, NY 10022. START DATE: 02/1998 - PRESENT. DUTIES INCLUDE TRADING AND ADMINISTRATIVE WORK. DEVOTE APPROXIMATELY 10+ HOURS PER WEEK DURING TRADING HOURS TO THIS BUSINESS. NON-MANAGING MEMBER OF PRIVATE CAPITAL STRATEGIES LLC.(FORMERLY ANDERSON ADVISORS, LLC.), THE GENERAL PARTNER OF BAYBERRY-WEST L.P., A PRIVATE INVESTMENT PARTNERSHIP LOCATED AT 23 OLD KINGS HIGHWAY SO, SUITE 200, DARIEN, CT, 06820. START DATE: 02/2019 - PRESENT. DUTIES INCLUDE FUND SELECTION AND MONITORING. DEVOTE APPROXIMATELY 2 HOURS PER WEEK DURING TRADING HOURS TO THIS BUSINESS. MANAGING MEMBER OF PENBROOK MGMT. LLC, A REGISTERED INVESTMENT ADVISOR LOCATED AT 880 THIRD AVENUE, NY, NY 10022. START DATE: 02/1998 - PRESENT. DUTIES INCLUDE TRADING AND ADMINISTRATIVE WORK. DEVOTE APPROXIMATELY 20+ HOURS PER WEEK DURING TRADING HOURS TO THIS BUSINESS. MANAGING MEMBER AND SOLE PROPRIETOR OF FAIRFIELD DATA SYSTEMS. START DATE: 1/1978 - PRESENT. DUTIES INCLUDE CONSULTING SERVICES FOR TRUSTS AND ESTATES.DEVOTE APPROXIMATELY 5+ HOURS PER MONTH DURING TRADING HOURS TO THIS BUSINESS. BEECH HILL SECURITIES, INC. 880 THIRD AVENUE, NEW YORK, NY - SEC REGISTERED BROKER-DEALER AND MEMBER OF FINRA. REGISTERED REPRESENTATIVE. START DATE 9/2013 - PRESENT. DEVOTE APPROXIMATELY 8 HOURS PER WEEK DURING TRADING HOURS TO THIS BUSINESS. KENT SCHOOL, 1 MACEDONIA ROAD, KENT, CT 06757, NOT FOR PROFIT, TAX EXEMPT ORGANIZATION, TRUSTEE AND TREASURER, SERVIING ON THE INVESTMENT AND FINANCE COMMITTEES AND MANAGING THE BANBURY FUND. START DATE - 2002. DEVOTE APPROXIMATELY 1/2 HOURS PER WEEK DURING TRADING HOURS.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
vFjUHaDh2_g

FEEDBACK

Feedback Policy

Robert Stephen Anderson

Experience: 54 years / 9 firms

© 2024 AdvisorCheck an AIMR Analytics company.  All Rights Reserved