Robert Confessore
Robert Confessore is a CFP-designated registered investment advisor at Maridea Wealth Management, based in Red Bank, NJ, with 41 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,555 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Investment management fees range up to 2.50% annually based on scope, complexity, asset level, and overall relationship. Fees may be negotiable.
Fee Estimator
Location
Red Bank, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a licensed insurance agent, dedicating minimal time to insurance sales and implementation of insurance recommendations. He is also involved with Hartshorne Group, LLC, WBI Investments, LLC, Millington Securities, LLC, and Maridea Wealth Management LLC as an owner, president, vice president, or investment advisor representative.
Employment History
Current Registrations
Maridea Wealth Management
Previous Registrations
Millington Securities, INC.
Millington Securities, INC.
Millington Securities, INC.Broker
Quasar Distributors, LLCBroker
Raymond C. Forbes & CO., INC.Broker
Quasar Distributors, LLCBroker
Hartshorne Group, LLC
Wbi Investments, LLC
Multi-Financial Securities CorporationBroker
Ifg Network Securities, INC.Broker
Wealth Builders Equity CorporationBroker
Integrated Resources Equity CorporationBroker
Investors Center IncorporatedBroker
First Jersey Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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