Robert L. Kristel, C.P.A., P.C.

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
6
Advisory reps
2

Firm details

Headquarters
Schenectady, New York
CRD number
126479
Fee structure
Other

Firm profile

FINTRX

Overview

Robert L. Kristel, C.P.A., P.C. is organized as a corporation and is registered as an institutional registered investment adviser. The firm's ownership is classified as individual-owned, and its reported fee model is listed as "Other," indicating a nonstandard or unspecified pricing arrangement. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser. An industry affiliation with a broker-dealer is recorded.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Gary Heidenstrom

    Vice PresidentCRD 4665165

  • Robert Kristel

    OfficerCRD 4665169

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Schenectady, NY

Schenectady

Location

Schenectady, NY

Headquartered in Schenectady, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
Schenectady
Address
670 Franklin St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth