Douglas Robb (CRD# 2384553) is an Investment Advisor Representative working at Abc Wealth Inc. in Long Valley, NJ and has over 30 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Abc Wealth Pr LLC | Long Valley, NJ | Jan 2024 - Current | < 1 |
| Abc Wealth Advisors, Inc Fka Ethos Legacy Planning Inc. | Far Hills, NJ | Nov 2016 - Current | 7 |
| Abc Wealth Inc Fka Ethos Financial Planning LLC | Far Hills, NJ | Aug 2016 - Current | 7 |
| Douglas Robb, Jr. - Sole Proprietor | Far Hills, NJ | Jun 2016 - Current | 7 |
| Cuso Financial Services, LP | San Diego, CA | May 2012 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2002 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
- NY
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Total Assets Under Management14MILLIONS
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Total Number of Accounts151ACCOUNTS
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Average Account Value$89,404
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NJ, NY
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