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Robert A. Harclerode is listed as Principal Advisor at Masterworks Fiscal Advisors, LLC, based in Budd Lake, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Robert A. Harclerode.
Robert A. Harclerode previously worked as Registered Representative at Cadaret Grant and President at Stonebridge Capital Management. Robert A. Harclerode holds Bachelor Of Science (Bs), Trade And Industrial Teacher Education from Millersville University Of Pennsylvania.
Robert Anthony Harclerode, Chartered Financial Consultant, is Senior Advisor and Principal Member of Masterworks Fiscal Advisors, a Registered Investment Advisory firm that he founded in 2011. Bob had previously founded Stonebridge Capital Management, his first Advisory firm, and was President and CEO from 1992 to 2011. Prior to founding Masterworks, he occasionally executed securities business as a Registered Representative of Broker/Dealer firms, but now transacts his securities business solely through Masterworks as a Registered Investment Advisor. Although no longer a Registered Representative, Bob once held the Series 6, 22, 24, 39, 63 and 65 securities licenses. He currently still holds licenses in Life, Health, and Long-Term Care Insurance and operates as an independent agent in those fields.Bob has served on the boards of: The Society of Financial Services Professionals; The Financial Planning Association of New Jersey, of which he is a past President; The New Jersey Colonials Hockey Club and the Musconetcong Little League; St. Michael Parish Netcong, Finance Committee and currently the Good Shepherd Parish Andover, Finance Committee; and has also served as an Adjunct Professor for Fordham University. Bob served 5 years active duty in the United States Navy and is currently is a member of the Knights of Columbus and the Appalachian Bowmen's Association. He finds his greatest enjoyment simply spending time with his active family and two dogs.
Listed skills include Financial Planning, Financial Advisory, Investment Advisory, Finance, and 11 others.
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Counsel and educate people who are in or preparing for retirement on maximizing and coordinating the financial strategies that will deliver the greatest peace of mind and confidence in their success.
Syracuse, New York, US
Securities offered through Cadaret, Grant & Co., Inc., Member FINRA/SIPIC" Cadaret, Grant & Co., Inc., Stonebridge Capital Management, and Masterworks Fiscal Advisors are all separate companies.www.FINRA.org www.SIPC.org
Founder and President of Stonebridge Capital Management and seven Stonebridge/CPA firm joint ventures known as Stonebridge II, III, IV, VI,VII, VIII and IX.. Grew Stonebridge to 300+ clients and 200+ million in assets under advisement. Sold businesses to partners in 2011 and founded Masterworks.
New York, NY, US
The difference between Masterworks and Stonebridge, relative to the three Life Insurance companies where I honed my skills, are primarily level of sophistication and compensation method. The compensation at the Insurance companies were commissions based while the two Advisory Firms are fee based.
I entered the Financial Services profession and was trained as a comprehensive Financial Planner working primarily with owners of closely held businesses and and highly compensated Professionals.
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Robert A. Harclerode works for Masterworks Fiscal Advisors, LLC.
Robert A. Harclerode is listed as Principal Advisor at Masterworks Fiscal Advisors, LLC.
Robert A. Harclerode is based in Budd Lake, New Jersey, United States while working with Masterworks Fiscal Advisors, LLC.
Robert A. Harclerode has worked for Masterworks Fiscal Advisors, Llc, Cadaret Grant, Stonebridge Capital Management, The Guardian Life Insurance Company Of America, and Massachuttets Life Insurance Co..
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Robert A. Harclerode holds Bachelor Of Science (Bs), Trade And Industrial Teacher Education from Millersville University Of Pennsylvania.
Robert A. Harclerode is listed with skills including Financial Planning, Financial Advisory, Investment Advisory, Finance, Securities, Financial Services, Life Insurance, and Insurance.
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