AG
Avantax Investment Services, Inc.Adam Gelbein
Financial professional
Staten Island, New York
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Historical source listing. Affiliation, role, and contacts are from the supplied broker directory. Check the linked professional record and confirm current details with the firm.
Meet Robert.
The supplied broker directory lists Robert Frank Vazquez with Avantax Investment Services, Inc. in Holbrook, New York. The recorded professional role is financial professional. Confirm current affiliation and services directly before making contact.
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- Areas of focus
- Financial services
- Credentials recorded in sources
- Not recorded in this profile.
- Investment minimum
- Confirm directly with the firm.
- Fees & compensation
- Request the current fee schedule and compensation disclosures.
- Contact verification
- Confirm current details before relying on this listing.
Make the first conversation count.
01Which services do you offer for someone with my goals?
02How do your fees and other compensation work?
03Who will I work with, and how often will we meet?
AIS
Avantax Investment Services, Inc.
434 listed professionals
Avantax Investment Services, Inc. is listed as a broker-dealer affiliation in the supplied professional directory. Explore the associated professional profiles and their recorded branch locations.
Research before you connect.
Imported September 16, 2026 from a workbook created in September 2023. The data snapshot date was not specified. Location: Branch city/state in supplied broker directory; current affiliation unverified. Listing does not imply participation, endorsement, or availability for new clients.
Keep exploring
Explore the team More people at Avantax Investment Services, Inc..
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Avantax Investment Services, Inc.Alan Paul Williams
Investment Advisor Representative
Wallingford, Connecticut
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Avantax Investment Services, Inc.Albert Joseph Passanante
Advisor
Mount Arlington, New Jersey
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