Robert Protesto, financial advisor Haddonfield NJ
93 score

Robert Protesto

CRD Number: 5549324
Current Firm: Bcg Securities, Inc.

Robert Protesto (CRD# 5549324) is an Investment Advisor Representative working at Bcg Securities, Inc. in Haddonfield, NJ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bcg Securities, Inc. Cherry Hill, NJ Sep 2014 - Current 2
Pnc Bank Philadelphia, PA Jan 2014 - Aug 2014 < 1
Pnc Investments LLC Pittsburgh, PA Jan 2014 - Aug 2014 < 1
Ing Financial Partners, Inc. Des Moines, IA Jun 2008 - Jan 2014 5
Temple U Philadelphia, PA Aug 2007 - Jun 2008 < 1
Avalon Beach Patrol Avalon, NJ May 2007 - Aug 2007 < 1
Temple U Philadelphia, PA Aug 2006 - May 2007 < 1
Pro Sign Co Downingtown, PA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for Robert V. Protesto
Phone Number: 856-393-1950
Registered State(s):
  • DE
  • FL
  • MA
  • NJ
  • PA
  • WV
  • VA
By the Numbers
  • Total Assets Under Management
    289
    MILLIONS
  • Total Number of Accounts
    1,274
    ACCOUNTS
  • Average Account Value
    $226,986
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CO, CT, DC, DE, FL, GA, IA, KY, MA, MD, MI, MO, MS, NC, NE, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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