Robert Abramowitz
Financial advisor at Arete Wealth Advisors, LLC · Melville, NY
Last updated 2026-10-10
Claim your profileRobert Abramowitz is a financial advisor at Arete Wealth Advisors, LLC in Melville, NY, CRD 4437589. Licenses and exams on the registration: Series 63, Series 66, Series 65. IAPD registration began 2014-06-20.
Registration
- CRD number
- 4437589
- Registration status
- Active
- IAPD registration
- 2014-06-20
- Industry Experience
- 12 years
- Work Experience
- 10 years
- States registered
- CA, FL, NJ, NY, TX
Licenses and exams
- Series 63
- Series 66
- Series 65
Work history
- 2016-04 to 2017-09 · Oppenheimer & Co. Inc. · Melville, NY
- 2017-09 to 2022-07 · National Securities Corp · Melville, NY
- 2017-09 to 2022-07 · National Asset Management · Melville, NY
- 2022-07 to Present · Arete Wealth Management, LLC · Chicago, IL
- 2022-07 to Present · Arete Wealth Advisors, LLC · Chicago, IL
Current employment
- Arete Wealth Advisors, LLC · Chicago, IL
Arete Wealth Advisors, LLC
- Regulatory AUM
- $2,745,378,945
- Registered advisors
- 146
- Offices
- 84
- Clients per advisor
- 37.2 (Low)
- Average AUM per client
- $506K (Low)
- High-net-worth client ratio
- 63.4% (High)
Arete Wealth Advisors, LLC: advisors, services and reported ETF investments
About
Robert Abramowitz is a financial advisor at Arete Wealth Advisors, LLC in Melville, NY. Reported securities licenses include Series 63, Series 66, and Series 65. The latest record indicates 12 years of industry experience and 10 years of reported work history.
Arete Wealth Advisors, LLC's firm-level Form ADV reports 146 advisors across 84 offices; approximately 37.2 clients per advisor, average assets per client of $505,967, and regulatory AUM of $2.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $882.1M across 191 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Robert Abramowitz personally.
Reported ETF positions
Arete Wealth Advisors reports 191 ETF positions worth $882.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| RSP — Invesco S&P 500 Equal Weight ETF | $50.3M |
| BINC — iShares Flexible Income Active ETF | $46.9M |
| FBND — Fidelity Total Bond ETF | $37.9M |
| PVAL — Putnam Focused Large Cap Value ETF | $34.4M |
| SPAB — State Street SPDR Portfolio Aggregate Bond ETF | $34.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Arete Wealth Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $1.4M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $1.4M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | JMEE — JPMorgan Small & Mid Cap Enhanced Equity ETF | $1.9M | Top 99.6% | Residual alpha +1.58% · Residual Sharpe 0.08 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $455.6K | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Arete Wealth Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Other Financial Product Salesperson
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
Location
425 Broadhollow Rd. Suite 325, Melville, NY 11747
14 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 312-940-3684
- Website: leblancfinancial.com
Official record
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