Robert Savino, financial advisor Newtown PA
61 score

Robert Savino

CRD Number: 1300981
Current Firm: Prism Advisory Group, LLC

Robert Savino (CRD# 1300981) is an Investment Advisor Representative working at Prism Advisory Group, LLC in Newtown, PA and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Prism Advisory Group, LLC Newtown, PA Dec 2009 - Current 8
Thomas Mcdonald Partners LLC Cleveland, OH Dec 2009 - Dec 2017 8
American Securities Group, Inc. Lawrenceville, NJ Jun 2009 - Dec 2009 < 1
Northwestern Mutual Wealth Management Company Milwaukee, WI May 2007 - Jun 2009 2
Northwestern Mutual Investment Services, LLC Milwaukee, WI Aug 1987 - Jun 2009 21
Nml Equity Services, Inc. Milw, WI Feb 1987 - Jun 2009 22
The Northwestern Mutual Life Insurance C Milwaukee, WI Jun 1982 - Jun 2009 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1987
S66 NASAA Uniform Combined State Law Examination Jan 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Robert J. Savino
Phone Number: 215-579-0966
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    146
    MILLIONS
  • Total Number of Accounts
    461
    ACCOUNTS
  • Average Account Value
    $316,528
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL, NH, NJ, NY, PA, TX

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BADGES
61

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