RT
CFP
RT
CFP

Robert Michael Troyano

33 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
24 advisors
Number of Clients
264 clients
Average Client Portfolio
$262K average
Assets Under Management
$69.2M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
Loading...

Location

299 Market Street, Saddlebrook, NJ, 07663

Get directions

History

Regulatory History
Clean regulatory record

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 prepares tax returns and performs other accounting functions since 1989, dedicating about a quarter of his time. He is also a managing member of RMT Wealth Management LLC, an insurance and investment business, taking about half of his time.

Employment History
Current Registrations
Stirlingshire Investments
May 2025 - Present · 9 mos
Stirlingshire InvestmentsBroker
April 2025 - Present · 10 mos
Previous Registrations
Grove Point Advisors, LLC
April 2021 - April 2025 · 4 yrs
H. Beck, INC.
August 2016 - April 2021 · 4 yrs 8 mos
Rmt Wealth Management, LLC
January 2014 - August 2016 · 2 yrs 7 mos
Grove Point Investments, LLCBroker
February 2010 - April 2025 · 15 yrs 2 mos
H. Beck, INC.
February 2010 - May 2014 · 4 yrs 3 mos
Money Concepts Capital CORP
October 2002 - January 2010 · 7 yrs 3 mos
Money Concepts Capital CORPBroker
April 1995 - January 2010 · 14 yrs 9 mos
Nationwide Planning Associates INC.Broker
January 1994 - April 1995 · 1 yr 3 mos
First Investors CorporationBroker
May 1986 - June 1987 · 1 yr 1 mo
State Registrations11 states
AZCTFLNCNJNMORPARIVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Robert Michael Troyano - Financial Advisor | TrueAdvisor