Robert Braglia
American Financial & Tax Strategies · Fort Lauderdale, Florida
Robert Braglia is a fee-only financial advisor at American Financial & Tax Strategies in Fort Lauderdale, Florida, who holds the ChFC credential. American Financial & Tax Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | American Financial & Tax Strategies |
|---|---|
| Based in | Fort Lauderdale, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $279.4M across 584 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in FL, NY · CRD 860232 |
| Exams passed | Series 63 (1988) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.theintelligentdecision.com |
| Profile |
How Robert's firm compares
- American Financial & Tax Strategies's average account is about $478,000, from its Form ADV (assets managed divided by 584 accounts).
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Questions about Robert
Is Robert Braglia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and American Financial & Tax Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, American Financial & Tax Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Braglia based?
Robert Braglia is based in Fort Lauderdale, Florida.
What credentials does Robert Braglia hold?
Robert Braglia holds the ChFC credential.
Is Robert Braglia registered with the SEC?
Yes. Robert Braglia is registered as an investment adviser representative in FL and NY (CRD 860232), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does American Financial & Tax Strategies manage?
American Financial & Tax Strategies reports $279.4M across 584 accounts in assets under management.
How do I contact Robert Braglia?
Through Robert's website, www.theintelligentdecision.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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