Robert Dunn, financial advisor Princeton NJ

Robert Dunn

CRD Number: 4377140
Current Firm: Novi Wealth Partners

Robert Dunn (CRD# 4377140) is an Investment Advisor Representative working at Novi Wealth Partners in Princeton, NJ and has 1 year of experience in the finance industry. Robert Dunn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Private Wealth Management Group, LLC Princeton, NJ Jan 2013 - Current 11

Robert Dunn has no recent exams reported.
Contact Info for Robert B. Dunn
Phone Number: 609-921-7002
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    427
    MILLIONS
  • Total Number of Accounts
    822
    ACCOUNTS
  • Average Account Value
    $519,313
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

NH, NJ, NY, PA, TX, VT

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