Robert MarksCRD Number: 6821354
Current Firm: Smallwood Wealth Management
Robert Marks (CRD# 6821354) is an Investment Advisor Representative working at Smallwood Wealth Management in Red Bank, NJ and has over 2 years of experience in the finance industry. Robert Marks 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.
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Smallwood Wealth Investment Management||Red Bank, NJ||Aug 2021 - Current||2|
|Smallwood Associates||Red Bank, NJ||Jul 2019 - Current||4|
|Student||Newark, DE||Aug 2018 - Jul 2019||< 1|
|Smallwood Associates||Red Bank, NJ||Jun 2018 - Aug 2018||< 1|
|Student||Newark, DE||Jan 2018 - Jun 2018||< 1|
|Smallwood Associates||Red Bank, NJ||Jan 2018 - Jan 2018||< 1|
|Student||Newark, DE||Aug 2017 - Jan 2018||< 1|
|Smallwood Associates||Red Bank, NJ||Jun 2017 - Aug 2017||< 1|
|Student||Newark, DE||Jul 2015 - Jun 2017||1|
|Monmouth County Library||Marlboro, NJ||Oct 2013 - Jul 2015||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2021|
Total Assets Under Management247MILLIONS
Total Number of Accounts814ACCOUNTS
Average Account Value$302,877
- 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
FL, GA, NC, NH, NJ, NY, PA, SC, TX, VA
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