Robert ProtestoCRD Number: 5549324
Current Firm: Bcg Securities, Inc.
Robert Protesto (CRD# 5549324) is an Investment Advisor Representative working at Bcg Securities, Inc. in Cherry Hill, NJ and has over 9 years of experience in the finance industry.
Cypress Financial Planning
Academy Wealth Advisers, LLC
Sensenig Capital Advisors, Inc.
|Bcg Securities, Inc.||Cherry Hill, NJ||Sep 2014 - Current||3|
|Pnc Bank||Philadelphia, PA||Jan 2014 - Aug 2014||< 1|
|Pnc Investments LLC||Pittsburgh, PA||Jan 2014 - Aug 2014||< 1|
|Ing Financial Partners, Inc.||Des Moines, IA||Jun 2008 - Jan 2014||5|
|Temple U||Philadelphia, PA||Aug 2007 - Jun 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
|S63||Uniform Securities State Law Examination||Sep 2008|
Total Assets Under Management293MILLIONS
Total Number of Accounts1,935ACCOUNTS
Average Account Value$151,194
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KY, MA, MD, MI, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV
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