Robert Rickey
Advisor at StraightLine
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
StraightLine
Location
Massapequa Park, NY
Credentials
CFP®, Series 63
Industry experience
31 years
About
Robert Rickey is a CFP® with 31 years of industry experience, currently serving at StraightLine. He previously worked for TIAA-Cref Individual & Institutional Services for 25 years and has been involved with TruNor Consulting & Coaching Services. Mr. Rickey is an investor and advisory board member for Financial Wellness Labs, a financial wellness company providing digital tools and coaching, and also serves on the advisory board of CIO Group, a registered investment adviser using proprietary analytics and AI for family office portfolios. StraightLine serves individual investors, retirement-plan sponsors, small businesses, and institutional clients with investment management, financial planning, and participant education services. The firm uses proprietary model portfolios and an internal research team to guide investment decisions, combining traditional advisory services with licensed insurance activities.
Client services
Based on StraightLine
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Consultations
Fee options
Non-discretionary portfolio allocation service: $3,600 annually billed quarterly; Financial Planning standalone service: $2,400 to $4,800 annually.
$0 - $1,500,000: 0.90% $1,500,001 - $3,000,000: 0.75% $3,000,001 - $6,000,000: 0.60% $6,000,001+: 0.45%
Commission-based compensation received from insurance products sold to clients.
Fee-only: Fee-only adviser; fees are flat fees or percentage of AUM; no commissions except for insurance products sold separately.
Location
Massapequa Park, NY
Most active in
Robert R has reported serving >5 clients in these states in the last 12 months.
Michigan · New York
Work history
Straightline Group LLC
2023 - Present (3 years)
TruNor Consulting & Coaching Services
2023 - 2025 (2 years)
Straightline Group LLC
2022 - 2023 (1 year)
TIAA-CREF
1997 - 2022 (25 years)
Tiaa
1997 - 2022 (25 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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