Robert Maring, financial advisor Erie PA

Robert Maring

CRD Number: 4276105
Current Firm: Gladstone Wealth Group

Robert Maring (CRD# 4276105) is an Investment Advisor Representative working at Gladstone Wealth Group in Erie, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Gladstonewealth Group Erie, PA Dec 2015 - Current 5
Lpl Financial, LLC Erie, PA Jan 2015 - Current 6
Good Life Advisors Warren, PA Jan 2015 - Dec 2015 < 1
Pnc Investments Warren, PA Jan 2004 - Jan 2015 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Jan 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert D. Maring
Phone Number: 908-719-1313
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,104
    MILLIONS
  • Total Number of Accounts
    4,125
    ACCOUNTS
  • Average Account Value
    $267,712
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MA, MD, MI, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, WI

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