Robert Cole, financial advisor Princeton NJ
90 score

Robert Cole

CRD Number: 5940537
Current Firm: Advice And Planning Services

Robert Cole (CRD# 5940537) is an Investment Advisor Representative working at Advice And Planning Services in Princeton, NJ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Princeton, NJ Mar 2013 - Current 3
Tiaa Princeton, NJ Mar 2013 - Current 3
Allied Beacon Partners Lake Como, NJ Nov 2012 - Feb 2013 < 1
Four Springs Capital Lake Como, NJ Nov 2012 - Feb 2013 < 1
Park Avenue Securities Shrewsbury, NJ Aug 2011 - Sep 2012 1
Guardian Life Ins Company Shrewsbury, NJ Jan 2011 - Sep 2012 1
International Planning Alliance Shrewsbury, NJ Jan 2011 - Sep 2011 < 1
Monmouth University W Long Branch, NJ Sep 2006 - Jan 2011 4
Seasonal Work Clarksbury, NJ Apr 2010 - Sep 2010 < 1
Nation Books Asbury, NJ Mar 2009 - Oct 2009 < 1
Seasonel Work Clarksbury, NJ Jun 2009 - Sep 2009 < 1
Dicks Sporting Goods Freehold, NJ May 2008 - Aug 2008 < 1
Workout World Eatontown, NJ Feb 2008 - May 2008 < 1
Dicks Sporting Freehold, NJ May 2007 - Aug 2007 < 1
Golds Gym Long Branch, NJ Feb 2007 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Robert B. Cole
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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