Unclaimed
Robert James D'andria is an investment advisor representative with over 28 years of experience in the financial services industry. Robert currently works with International Assets Investment Management, LLC and has been registered with them since January 8, 2016. Previously, Robert worked with firms such as Westminster Financial Securities, Inc., Gunnallen Financial, Inc, John Hancock Funds, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, PaineWebber Incorporated, and The Stuart-James Company, Incorporated. Robert has also served as President and 100% owner of SterlingNoble Wealth Management since 2010. Robert is licensed to provide investment advisory services in several states including Florida, Maryland, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania, and Texas. Robert specializes in providing financial planning and investment advice to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/08/2016 - Present
International Assets Investment Management, LLC (Spring Lake NJ)
NJ
03/29/2010 - 08/02/2010
WESTMINSTER FINANCIAL SECURITIES, INC. (EATONTOWN NJ)
NJ
11/13/2003 - 03/30/2010
GUNNALLEN FINANCIAL, INC (EATONTOWN NJ)
MA
04/30/2001 - 05/24/2001
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
NY
08/08/1995 - 02/25/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
12/11/1990 - 06/29/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CO
05/23/1989 - 11/01/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BOTH
Issued 12/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert D'andria is the right advisor for you? Invested Better is here to help.
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.