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Robert John Porter

Ernst & Young Investment Advisers LLP

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About Robert John Porter

Robert John Porter is an investment advisor representative associated with Ernst & Young Investment Advisers LLP. Robert has been in the industry since 1997 and has experience in providing investment advice to businesses, corporations, and other entities. He is licensed to offer investment advisory services in New Jersey. Robert specializes in portfolio management, financial planning, and educational seminars.

Firm Information

Robert Porter is currently registered with Ernst & Young Investment Advisers LLP. Ernst & Young Investment Advisers LLP is an investment advisor based in SECAUCUS, NJ. They provide financial planning, educational seminars and publication of periodicals. They primarily serve corporations or other businesses and have 37 clients of this type. They have 160 employees and do not have any regulatory assets under management.
Ernst & Young Investment Advisers LLP

200 PLAZA DRIVE

SECAUCUS, NJ 07094

Not reported

Assets Under Management

37

Total Clients

134

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Robert Porter’s Registration & Firm History

NJ

10/28/2003 - Present

Ernst & Young Investment Advisers LLP (LYNDHURST NJ)

NY

11/13/1997 - 10/21/1999

MERCER ALLIED COMPANY, L.P. (COHOES NY)

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Licenses & Designations

IA

Issued 12/30/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/06/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert John Porter.
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