Robert Alpert, CRPC®

Robert Alpert, CRPC®

Managing Director - Investment Officer

Phone: 516-677-5600
Fax: 516-677-5597
E-mail:
 

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Rob began his financial career in 1983 with E. F. Hutton and Company. Through many mergers, he remained at the same company for more than 30years. In 2013, he and his group were recruited to Wells Fargo Advisors. Rob advises clients on estate planning strategies, fixed income, equity investments, alternative investments, retirement planning and asset allocation. He graduated from Vassar College with a degree in Economics, and was a member of Omicron Delta Epsilon, the economics honor society. Rob has reached many milestones and received many awards throughout his career, including being named one of the “Top Wirehouse Financial Advisors” by Registered Rep magazine. Rob enjoys traveling and spending time with his family. He is a native New Yorker and lives on Long Island.
 

*Top Wirehouse Financial Advisors--List was assembled by Meridian-IQ. Advisors are ranked by assets under management,. Only those advisors for whom a majority of assets correspond to retail clients were eligible for the list. The ranking is not indicative of past or future investment performance