Robert A. Smeltzer

SMELTZER RISK ANALYTICS

Marlton, NJ 08053

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CRD#: 5974257

Professional summary

Robert Alexander Smeltzer, who also goes by Robert Smeltzer, is a registered financial advisor currently at SMELTZER RISK ANALYTICS located in Marlton, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Robert has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Smeltzer

Other business activities

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.

Carpenter

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Alexander Smeltzer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 14, 2022 - Present

SMELTZER RISK ANALYTICS

Office #1: 368 Holly Road, Marlton, NJ 08053

RIA

CRD#: 317991

Marlton, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(1/14/2022)

IAR

Pennsylvania
(4/1/2022)

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

State Security Law Exam

IAR

Series 65

Date: 11/1/2021

Uniform Investment Adviser Law Examination

Current Firm

SMELTZER RISK ANALYTICS

SMELTZER RISK ANALYTICS | SMELTZER RISK ANALYTICS INC.

CRD#: 317991 / SEC#:

New Jersey

Registered Investment Advisory firm - (1/14/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (3/31/2022 Approved)

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Contact information

Main Address

Marlton, NJ

Mailing Address

Phone number

(215) 796-4624

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	17
AUM (Assets Under Management)	$ 414,777

Red Flags

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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Robert A. Smeltzer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Alexander Smeltzer's CRS (Customer Relationship Summary).

Certified licenses

Experience

SMELTZER RISK ANALYTICS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/1/2021

Current Firm

SMELTZER RISK ANALYTICS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SMELTZER RISK ANALYTICS

TRUST BUT VERIFY

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