Robert Slomin (CRD# 3043306) is an Investment Advisor Representative working at Gladstone Wealth Partners in Red Bank, NJ and has over 25 years of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gladstone Wealth Partners | Red Bank, NJ | Feb 2018 - Current | 6 |
| Lpl Financial, LLC | Red Bank, NJ | Jun 2017 - Current | 6 |
| Private Portfolio Partners, LLC | Paramus, NJ | Jun 2017 - Feb 2022 | 4 |
| Summit Equities, Inc. | Parsippany, NJ | Sep 2015 - Jun 2017 | 1 |
| Summit Financial Resources, Inc. | Parsippany, NJ | Sep 2015 - Jun 2017 | 1 |
| Summit Risk Management, Inc. | Parsippany, NJ | Sep 2015 - Jun 2017 | 1 |
| Janney Montgomery Scott, LLC | Philadelphia, PA | Jun 2004 - Jul 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1999 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1999 |
- NJ
-
Total Assets Under Management4,004MILLIONS
-
Total Number of Accounts15,270ACCOUNTS
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Average Account Value$262,205
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, 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, WY
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