Robert Saposh
Saposh & Malter · White Plains, New York
Robert Saposh is a fee-only financial advisor at Saposh & Malter in White Plains, New York, who holds the CFP credential. Saposh & Malter reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Robert →
Facts
| Firm | Saposh & Malter |
|---|---|
| Based in | White Plains, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $24.6M across 21 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 1546509 |
| Exams passed | Series 63 (1986) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.saposhmalter.com |
How Robert's firm compares
- Saposh & Malter's average account is about $1.2 million, from its Form ADV (assets managed divided by 21 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
Is Robert Saposh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Saposh & Malter 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, Saposh & Malter, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Saposh based?
Robert Saposh is based in White Plains, New York.
What credentials does Robert Saposh hold?
Robert Saposh holds the CFP credential.
Is Robert Saposh registered with the SEC?
Yes. Robert Saposh is registered as an investment adviser representative in NY (CRD 1546509), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Saposh & Malter manage?
Saposh & Malter reports $24.6M across 21 accounts in assets under management.
How do I contact Robert Saposh?
Through Robert's website, www.saposhmalter.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.
See something wrong? Request a correction. Read our methodology.