Advisor at Core Alpha, Inc.
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
Core Alpha, Inc.
Location
Rochester, NY 14624
Credentials
Series 63, Series 65
Industry experience
30 years
Robert Brown is a financial advisor at Core Alpha, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Nationwide Securities, Inc. and Nationwide Financial Network prior to joining Core Alpha in 2019. Brown is also a licensed insurance agent. Core Alpha, Inc. provides investment advisory and financial planning services to individuals, trusts, and small businesses, focusing primarily on retail individual investors. The firm employs dynamic asset allocation across multiple portfolios using a range of investment vehicles and outsources management and trading to various platforms and independent managers.
Based on Core Alpha, Inc.
Based on Core Alpha, Inc.
Estate planning fees: Trust-Based Plan $1,325; Deed Transfer Service $550 per property (NY only); Business Assignments $100 per business; Will-Based Plan $925; Attorney Review option approx. $500 (Core Alpha does not receive compensation for optional services).
$0 - $399,999: 1.00% $400,000 - $699,999: 0.75% $700,000+: 0.50%
Account minimum: $25,000
1701 Chili Avenue
Rochester, NY 14624
New York
Core Alpha, Inc.
2019 - Present (7 years)
Mutual Funds Associates
2017 - Present (9 years)
Mutual Funds Associates
2017 - Present (9 years)
ACCU-Vest Planning
2017 - Present (9 years)
Nationwide Securities, Inc.
2008 - 2017 (9 years)
Nationwide Financial Network
2006 - 2017 (11 years)
Nationwide Securities LLC
2006 - 2017 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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