Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
14yrs
Robert Cartafalsa
Full name on record: Robert Benedict Cartafalsa
Financial advisor at Vanguard Advisers
Based in Scottsdale, Arizona, Robert Cartafalsa is a financial advisor with 14 years of industry experience. Robert joined Vanguard Advisers in 2017, a firm offering financial planning, investment management, and private fund management. Robert holds the CFP® designation.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 67% of advisors at Vanguard Advisers
Office14321 N Northsight Blvd, Scottsdale, AZ 85260
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$416,078
Advisors at the firm2,445
States licensed ?2 states
Services through Vanguard Advisers
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2017 – nowVanguard Advisers, Inc.Current firm
Contact Robert
(610) 669-1000Firm headquarters in Malvern, PA. Ask for Robert. 14321 N Northsight BlvdScottsdale, AZ 85260Office · Get directions Firm websiteinvestor.vanguard.com/advice
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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?
- 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 Vanguard Advisers at (610) 669-1000 and ask for Robert Cartafalsa. Robert works from the Scottsdale, AZ office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2013, about 14 years. More experience than 67% of advisors at Vanguard Advisers.
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?
Vanguard Advisers reports being paid by a percentage of the assets they manage, 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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