Robert Bezzone (CRD# 2195927) is an Investment Advisor Representative working at Transcend Capital Advisors, LLC in Madison, NJ and has over 32 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments Inc. | Short Hills, NJ | Mar 2021 - Current | 3 |
| Transcend Wealth Collective LLC | Short Hills, NJ | Mar 2021 - Current | 3 |
| Bank Of America, N.a. | Florham Park, NJ | Oct 2013 - Mar 2021 | 7 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park, NJ | Aug 2013 - Mar 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1992 |
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
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Total Assets Under Management2,857MILLIONS
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Total Number of Accounts4,468ACCOUNTS
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Average Account Value$639,472
- A percentage of assets under your management
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