ROBERT L. KRISTEL, C.P.A., P.C.

Overview

Robert L. Kristel, C.P.A., P.C. is a small, corporation-structured advisory entity led by Robert L. Kristel. Public records identify the firm as an owner-operated practice with a Brokerage-Dealer affiliation; it is classified as an unclassified adviser and is not listed as a capital allocator. The firm’s filings indicate a nonstandard fee setup labeled “Other,” and it does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. There is very limited disclosure about investment programs, model portfolios, or in-house manager platforms. The firm’s designation as “Capital Allocator: No” and its CPA-led structure suggest advisory activity may be delivered alongside accounting and tax services rather than through a standalone, in-house asset management operation. Where investment management is provided, the firm is likely to rely on third-party managers or brokerage platforms tied to its broker-dealer affiliation rather than operating extensive proprietary strategies.

Assets & Accounts

Location & Offices