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Robert Skuba

35 Years of Experience
Mendham, NJ
Broker

Robert Skuba is a registered investment advisor at LPL Financial LLC, based in Mendham, NJ, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

65 W Main St, Mendham, NJ, 07945-1225

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is a realtor with Crossen Agency since 2004 and a landlord for real estate rentals since 2012, dedicating about 10-20% of his time to the latter. He is also a public accountant since 1980, spending nearly full-time on this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 6 mos
LPL Financial LLC
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
National Planning CorporationBroker
August 2012 - November 2017 · 5 yrs 3 mos
National Planning Corporation ("npc of America" in Fl & Ny)
August 2012 - November 2017 · 5 yrs 3 mos
Genworth Financial Advisers Corporation
September 2007 - August 2012 · 4 yrs 11 mos
Genworth Financial Securities CorporationBroker
October 2005 - August 2012 · 6 yrs 10 mos
C. J. M. Planning CORP.Broker
April 1993 - October 2005 · 12 yrs 6 mos
H.D. Vest Investment Securities, INC.Broker
November 1990 - May 1993 · 2 yrs 6 mos
State Registrations5 states
FLMDNJNYPA
AdvisorBrokerBoth

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
No exam information available for this advisor.