Unclaimed
Robert William Barbuto is a financial advisor at Edelman Financial Engines in Paramus, NJ. Robert has been in the financial services industry for over 20 years and has a broad range of experience in investment advising, financial planning, and portfolio management. Robert is registered with the state of New Jersey and New York.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
NJ
03/17/2022 - Present
Edelman Financial Engines (PARAMUS NJ)
NY
07/29/2019 - 03/10/2022
CHARLES SCHWAB & CO., INC. (New York City NY)
NY
12/11/2013 - 06/20/2019
FIDELITY BROKERAGE SERVICES LLC (CHAPPAQUA NY)
CT
03/26/2012 - 11/19/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
NY
05/06/2011 - 02/29/2012
LEGEND TRADING, LLC (NEW YORK NY)
NY
03/11/2011 - 03/31/2011
T3 TRADING GROUP, LLC (NEW YORK NY)
NY
03/03/2003 - 05/26/2010
ASSENT LLC (NEW YORK NY)
NY
08/22/2002 - 03/03/2003
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
IA
Issued 04/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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