Robert Nathan Schaffer
Investment adviser representative at Andrew Garrett, Inc.
19 yearsExperience
1 stateRegistered in
$521.3MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Andrew Garrett Inc.Jan 2026 to now
- Ladenburg Thalmann & Co. Inc.Apr 2022 to Jan 2026
- Andrew Garrett,inc.May 2007 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
Andrew Garrett, Inc.
$521.3MAssets managed
1,122Clients
12Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4709587
- Firm CRD
- 29931