Robert Marks, financial advisor Red Bank NJ

Robert Marks

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Robert D. Marks
Phone Number: (732) 542-1565
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States


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