Robert Marronaro (CRD# 1431879) is an Investment Advisor Representative working at Legacy Edge Advisors in Syosset, NY and has over 21 years of experience in the finance industry. Robert Marronaro 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.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Edge Advisors, LLC | Syosset, NY | Nov 2023 - Current | < 1 |
| Wealthshield Partners, LLC | Princeton, NJ | Aug 2021 - Oct 2023 | 2 |
| Orbis Wealth | Roseland, NJ | Aug 2021 - Oct 2023 | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | Princeton, NJ | Jul 2002 - Jul 2021 | 19 |
| Tiaa | Princeton, NJ | Jul 2002 - Jul 2021 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2002 |
- NJ
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Total Assets Under Management627MILLIONS
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Total Number of Accounts893ACCOUNTS
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Average Account Value$702,083
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, MA, NJ, NY, PA, TX
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