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Robert William Barbuto

Edelman Financial Engines

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About Robert William Barbuto

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.

Firm Information

Robert Barbuto is currently registered with Edelman Financial Engines. Edelman Financial Engines is a financial advisory firm with approximately $270.8 billion in assets under management, serving a diverse range of clients including individuals, corporations, and institutions. The firm offers a comprehensive suite of financial planning and investment management services, with a particular focus on retirement planning and investment solutions. Headquartered in Santa Clara, California, Edelman Financial Engines boasts a team of over 600 investment advisor representatives and 400 licensed agents dedicated to helping clients achieve their financial goals.
Edelman Financial Engines

3945 FREEDOM CIRCLE

SANTA CLARA, CA 95054

$270.77B

Assets Under Management

448,243

Total Clients

585

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Set-up fees & related svcs; reimbursements for printed materials

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Robert Barbuto’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Robert William Barbuto. Review regulatory record here.
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