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Robert Michael Lapolla

Strategas Asset Management, LLC

New York, NY

CRD 5539168

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Employer firm

Strategas Asset Management, LLC CRD 172000

$458M regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • DELIVERY OF MODEL PORTFOLIOS

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

Current Employers
Strategas Asset Management, Llc

52 Vanderbilt Avenue 19Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-02-12
  • PA RA
    APPROVED
    Since 2020-02-12

Branch Locations

52 Vanderbilt Avenue 19Th Floor, New York, NY 10017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Strategas Research Partners New York NY 12/2012 Present
  • 12/2012 → Present
    Strategas Research Partners
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-01
S63 Uniform Securities Agent State Law Examination 2012-04-13
  • S65 Uniform Investment Adviser Law Examination
    2016-12-01
  • S63 Uniform Securities Agent State Law Examination
    2012-04-13

View on SEC IAPD

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