Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dicostanzo is a financial advisor with over 20 years of experience in the financial services industry. Robert is currently registered as an Investment Advisor Representative with Bison Wealth, LLC. Robert has held various positions throughout his career, including roles with Prudential Investment Management Services LLC, Prudential Securities Incorporated, and Gruntal & Co., L.L.C. Robert is a licensed Investment Advisor Representative in New Jersey and holds Series 7, 24, and 65 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
NJ
02/14/2024 - Present
Bison Wealth, LLC (Allendale NJ)
NJ
07/29/2002 - 02/16/2007
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
06/14/2001 - 07/02/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
07/24/2000 - 06/21/2001
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
06/11/1998 - 02/25/2000
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
10/24/1996 - 04/14/1998
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NJ
04/22/1996 - 10/03/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
07/08/1991 - 09/26/1991
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
NY
03/14/1991 - 07/16/1991
D. H. BLAIR & CO., INC. (NEW YORK NY)
IA
Issued 02/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 04/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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