J.P. Morgan Securities
43yrs
Top advisor by experience in Moorpark
25yrs
Robert Glatt
Financial advisor at Glatt and Associates
Robert Glatt has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Moorpark, California. Robert joined Glatt and Associates in 2025, a firm offering financial planning and investment management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 26 advisors with offices in Moorpark, and one of 23 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 71% of advisors nationwide
OfficeMoorpark, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.37 million
States licensed ?1 state
Services through Glatt and Associates
Financial planningInvestment management for individuals and small businesses
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.
Series 65Uniform Investment Adviser Law Examination
Career
- Oct 2025 – nowGlatt and Associates, LLCCurrent firm
- 2010 – 2018Glatt and Associates, LLCPreviously
- 2002 – 2009Glatt and Associates, LLCPreviously
Contact Robert
(805) 552-4243Glatt and Associates main office Moorpark, CAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Glatt and Associates at (805) 552-4243 and ask for Robert Glatt. Robert works from the Moorpark, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2001, about 25 years. More experience than 71% of advisors nationwide.
What licenses does Robert hold?
Series 65. 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?
Glatt and Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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