Morgan Stanley
47yrs
Top advisor by experience in New York
19yrs
Robert Anthony Case
Financial advisor at Ingalls Investment Management
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 67% of advisors in New York
Office1 Rockefeller Plaza 7th Floor, New York, NY 10020
How the firm is paid ?Percent of assets, Flat fee, Performance fee
States licensed ?1 state
Services through Ingalls Investment Management
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- Aug 2026 – nowIngalls Investment Management, LLCCurrent firm
Questions to ask Robert
Tailored to Robert’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Ingalls Investment Management at 2122697800 and ask for Robert Anthony Case. Robert works from the New York, NY office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2007, about 19 years. More experience than 67% of advisors in New York.
What licenses does Robert hold?
Series 63. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
Ingalls Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Robert for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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