Robert Gessner, financial advisor Philadelphia PA

Robert Gessner

CRD Number: 6291392
Current Firm: Millennial Financial Planning, LLC

Robert Gessner (CRD# 6291392) is an Investment Advisor Representative working at Millennial Financial Planning, LLC in Philadelphia, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Millennial Financial Planning LLC Philadelphia, PA Feb 2017 - Current 7
Pa Army National Guard Philadelphia, PA May 2011 - May 2021 10
Insperity Conshohocken, PA Sep 2016 - Jan 2021 4
First Command Advisory Services Fort Worth, TX Dec 2015 - Aug 2016 < 1
First Command Financial Planning, Inc. Fort Worth, TX Jan 2015 - Aug 2016 1
First Command Insurance Services, Inc. Fort Worth, TX Jan 2015 - Aug 2016 1
First Command Financial Planning, Inc. Fort Worth, TX Nov 2014 - Dec 2014 < 1
Axa Advisors LLC New York, NY May 2014 - Nov 2014 < 1
Marlin Business Corp. Mount Laurel, NJ Sep 2007 - Jul 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Robert J. Gessner
Phone Number: 267-908-4637
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $26,942
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

NJ, PA

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