Morgan Stanley
46yrs
Top advisor by experience in Melville
25yrs
Robert Abramowitz
Financial advisor at Arete Wealth Advisors
Robert Abramowitz is a fiduciary financial advisor in Melville, New York, with 25 years in the industry. Robert joined Arete Wealth Advisors in 2022, after five years at B. Riley Wealth Advisors and a year at Oppenheimer & Co.. Arete Wealth Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1293 advisors with offices in Melville, and one of 1085 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors at Arete Wealth Advisors
Office425 Broadhollow Rd. Suite 325, Melville, NY 11747
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$484,172
Advisors at the firm145
States licensed ?2 states
Services through Arete Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsOther services
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.
Career
- 2022 – nowArete Wealth Advisors, LLCCurrent firm
- 2017 – 2022B. Riley Wealth Advisors, Inc.Previously
- Jan 2017 – Sep 2017Oppenheimer & Co. Inc.Previously
- Jun 2014 – Apr 2016
Contact Robert
Local office(631) 881-0750Ask for Robert. (312) 940-3684Main office · Chicago, IL 425 Broadhollow Rd. Suite 325Melville, NY 11747Office · Get directions
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Robert’s local office at (631) 881-0750 or the Arete Wealth Advisors main office at (312) 940-3684, and ask for Robert Abramowitz.
How long has Robert been a financial advisor?
Robert has been in the industry since 2001, about 25 years. More experience than 72% of advisors at Arete Wealth Advisors.
What licenses does Robert hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Arete Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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