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Rob Spadaford

Independent Wealth Manager

Cantor Fitzgerald Wealth Partners, LLC

Princeton

NJ

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Cantor Fitzgerald Wealth Partners 3 years, 1 month May 2016 - Present
Park Avenue Securities 2 years, 6 months Nov 2013 - May 2016
Guardian Life Ins 6 years, 1 month May 2013 - Present
Axa Advisors, LLC 8 years Nov 2005 - Nov 2013

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Robert Spadaford

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Answers

Ask a financial questionAsk a question
Sports authority?
Hello! I would start by calling your Human Resources Department at Sports Authority - or call their corporate main phone number. They can let you know who, how, and where to inquire about your 401(k).Good luck - Rob Spadaford...  (more)
Answered Jan 2019
I have 401k and would like to look at it and see what I have in there how do I do that?
Hello! I would start by calling and asking your employer's Human Resources Department - or call their corporate main phone number. They can let you know who, how, and where to inquire about your 401(k).Good luck - Rob Spadaford...  (more)
Answered Jan 2019
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 20, 2016
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 20, 2016
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Cantor Fitzgerald Wealth Partners, LLC

    Last updated on July 11, 2017
      • $426.4M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 980
        Accounts
      • $435.1K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements