Robert Amato joined Equitable Advisors in 2021 following a successful career as a student athlete and graduating from CUNY Queens College in NYC with a Bachelor of Arts degree in Psychology. He currently holds FINRA Series 7, 63 and 66 registrations.
As a Financial Consultant specializing in understanding the needs of new investors and working to expand their financial knowledge base, Robert also specializes in helping experienced investors plan for retirement. He is passionate about helping his clients develop their own personalized financial plans and strategies, and his holistic and supportive approach helps his clients make well-informed decisions about their financial futures and work towards their financial goals.
Robert spent the first three years of his career in the Woodbridge, NJ office outside of New York City forming valuable relationships and gaining the education and knowledge necessary to expand his practice, and due to his hard work and dedication to his clients, was asked to join the distinguished and elite Ascendancy Financial Group in 2024.
Residing in New York City, Robert is actively involved in coaching summer travel baseball teams as a volunteer in Staten Island, and enjoys playing baseball and recreational golf.
Robert’s professional qualifications are:
FINRA Securities registrations: Series 7, 63, 66
Life & Health Insurance Licenses in Varying States
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state.
For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Ascendancy Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.