Robert Slomin, financial advisor Parsippany NJ
93 score

Robert Slomin

CRD Number: 3043306
Current Firm: Summit Equities Inc.

Robert Slomin (CRD# 3043306) is an Investment Advisor Representative working at Summit Equities Inc. in Parsippany, NJ and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Risk Management, Inc. Parsippany, NJ Sep 2015 - Current 1
Summit Equities, Inc. Parsippany, NJ Sep 2015 - Current 1
Summit Financial Resources, Inc. Parsippany, NJ Sep 2015 - Current 1
Janney Montgomery Scott LLC Philadelphia, PA Jul 2014 - Jul 2015 1
Janney Montgomery Scott Philadelphia, PA Jun 2004 - Jul 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Robert P. Slomin
Phone Number: 973-285-3670
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    2,419
    MILLIONS
  • Total Number of Accounts
    6,084
    ACCOUNTS
  • Average Account Value
    $397,519
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

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

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