Robert Francis Fahey

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2010 → 10/2020
  Skrobacz & Company Cpa
  Buffalo, NY
• 10/2015 → Present
  Robert F. Fahey Jr. & Associates
  Williamsville, NY
• 09/2015 → 07/2025
  Cadaret, Grant & Co.,
  Williamsville, NY
• 07/2025 → Present
  Lpl Financial Llc
  Williamsville, NY

Previous Registrations

• 2016-02-23 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Williamsville, NY

Other Businesses

1. 07/2025 - Robert Fahey III - Non-Variable Insurance - Williamsville, NY - INV REL - Start Date 11/01/2015 - 1hr/mth | 1hr during trading 2. 07/2025 - Robert F. Fahey Jr. & Associates - DBA for LPL Business (entity for LPL business) - Williamsville, NY - INV REL - Start Date 10/05/2015 - 200hr/mth | 200hr during trading

Exams

• S66 Uniform Combined State Law Examination
  2016-01-09