
Robert Marcickiewicz (CRD# 7548557) is an Investment Advisor Representative working at Tfs Advisory Services in Lincroft, NJ and has 1 year of experience in the finance industry.

CRD# 2083423
Main Street Financial Solutions, LLC

CRD# 4874990
Prudential Financial Planning Services

CRD# 2130640
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Tfs Securities Inc. | Lincroft, NJ | May 2022 - Current | 1 |
Zais Group LLC | Holmdel, NJ | Nov 2019 - May 2022 | 2 |
Vms Group | Princeton, NJ | Nov 2018 - Nov 2019 | 1 |
Pef Services | West Orange, NJ | Jun 2016 - Nov 2018 | 2 |
Susquehanna University | Selinsgrove, PA | Aug 2012 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- MA
- NJ
- PA
- UT
-
Total Assets Under Management1,292MILLIONS
-
Total Number of Accounts5,347ACCOUNTS
-
Average Account Value$241,663
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.