Robert Hertsenberg, financial advisor Cincinnati OH

Robert Hertsenberg

CRD Number: 1814551
Current Firm: Marsh Financial Group

Robert Hertsenberg (CRD# 1814551) is an Investment Advisor Representative working at Marsh Financial Group in Cincinnati, OH and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Marsh Financial Group Cincinnati, OH May 2011 - Current 12
Hertsenberg Financial Services Agency Cincinnati, OH Jan 1991 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
S65 NASAA Investment Advisors Law Examination Jan 2011
Contact Info for Robert C. Hertsenberg
Phone Number: 513-235-4695
Registered State(s):
  • OH
Current Firm Details
Marsh Financial Group
Firm's CRD Number: 157134
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $83,606
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OH

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