Robert Henry Matofsky

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2019 → Present
  Raymond James & Associates, Inc.
  New York, NY
• 02/2016 → 03/2018
  Kls Professional Advisors, Llc
  New York, NY
• 04/2018 → 03/2019
  Cornerstone Capital Inc.
  New York, NY

Previous Registrations

• 2014-03-06 → 2016-02-29
  Altium Wealth Management Llc
  Purchase, NY
• 2006-01-24 → 2008-12-03
  Kestra Investment Services, Llc
  Woodcliff Lake, NJ
  Woodcliff Lake, NJ

Other Businesses

(1)Name of Business: New York University Address: 11 W 42nd Street, New York, NY, 10036, United States Activity Type: Professor/Teacher Position/Title: Investment Related: No Start Date: 04/27/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams

• S66 Uniform Combined State Law Examination
  2019-07-02

Designations

• Certified Financial Planner
• Chartered Financial Consultant