Robert Bartolotta
Advisor at Novem Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Novem Group
Location
Rochester, NY 14625
Credentials
Series 63, Series 65
Industry experience
35 years
About
Robert Bartolotta is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with American Portfolios Advisors, Inc. and American Portfolios Financial Services, and has operated his own business since 1992. Bartolotta serves as board president of the Novem Foundation, a nonprofit organization. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, government entities, and other investment advisers. The firm employs a combination of fundamental, cyclical, and technical analysis across a range of investment products and offers both wrap and non-wrap portfolio management arrangements.
Client services
Based on Novem Group
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Fee options
Flat fee (dollar amount or percentage of assets) available for financial planning; specific amounts not stated
$0 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $1,000,000: 2.00% $1,000,001 - $5,000,000: 1.75% Over $5,000,000+: 1.50%
Accepts compensation for sale of securities/products including commissions and asset-based sales charges
Hourly rates available for financial planning; specific amounts not stated
Fee-only: Flat fees or hourly rates available for financial planning
Location
350 Linden Oaks, Suite 140
Rochester, NY 14625
Most active in
Robert B has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Hawaii · Iowa · Kansas · Maine · Maryland · Massachusetts · Michigan · Nebraska · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Pennsylvania · Rhode Island · South Carolina · Texas · Vermont · Virginia · Washington · West Virginia
Work history
OSAIC
2024 - Present (2 years)
OSAIC
2024 - 2024 (1 year)
Novem Group
2012 - Present (14 years)
American Portfolios Advisors, Inc.
2007 - 2024 (17 years)
American Portfolios Financial Services
2001 - 2024 (23 years)
Robert Bartolotta DBA
1994 - Present (32 years)
self Employed
1992 - Present (34 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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