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Robert Bezzone

Arax Advisory Partners
34 Years of Experience
Madison, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
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Robert Bezzone is a registered investment advisor at Arax Advisory Partners, based in Madison, NJ, with 34 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B in assets under management.

Arax Advisory Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
226 advisors
Number of Clients
15,662 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7 Giralda Farms, Suite 300, Madison, NJ, 07940

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is an advisor and partner at Transcend Wealth Collective since 2021, dedicating full-time hours. He also works as an agent selling fixed/traditional insurance products, spending a few hours per week. Additionally, Robert is a committee member for Sisters of Christian Charity and a board member for St. Paul - Inside The Walls, dedicating minimal time to each.

Employment History
Current Registrations
Arax Advisory Partners
August 2026 - Present · 2 mos
Transcend Capital Advisors, LLC
March 2021 - Present · 5 yrs 7 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2013 - March 2021 · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2013 - March 2021 · 7 yrs 7 mos
Wells Fargo Advisors, LLCBroker
January 2005 - August 2013 · 8 yrs 7 mos
Wells Fargo Advisors, LLC
January 2005 - August 2013 · 8 yrs 7 mos
Citigroup Global Markets INC.
October 2002 - January 2005 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
February 1994 - January 2005 · 10 yrs 11 mos
Prudential Securities IncorporatedBroker
December 1992 - February 1994 · 1 yr 2 mos
Financial Northeastern Securities, INC.Broker
November 1991 - January 1993 · 1 yr 2 mos
State Registrations7 states
CTILNHNJNYPASC
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.
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