Robert Giuliano (CRD# 7735462) is an Investment Advisor Representative working at Equitable Advisors, LLC in Woodbridge, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | May 2023 - Current | 1 |
| Unemployed | Monroe, NJ | Dec 2022 - May 2023 | < 1 |
| Alphasights | New York, NY | Jul 2022 - Dec 2022 | < 1 |
| Villanova University | Villanova, PA | Aug 2018 - Jul 2022 | 3 |
| Douglas Elliman | New York, NY | Jun 2021 - Aug 2021 | < 1 |
| County Roads Day Camp | Manalapan, NJ | Jun 2019 - Aug 2019 | < 1 |
| Bubbakoos Buritos | Freehold, NJ | Jun 2019 - Aug 2019 | < 1 |
| Colts Neck High School | Colts Neck, NJ | Sep 2013 - Aug 2018 | 4 |
| Perkins Restaurant & Bakery | Colts Neck, NJ | Oct 2016 - Feb 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- CA
- NJ
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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