RB
ChFC
RB
ChFC

Robert Bacino

34 Years of Experience
Bedminster, NJ
1 DisclosureBroker

Robert Bacino is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Bedminster, NJ, with 34 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

Loading...

Location

1420 US Highway 206, Ste 130, Bedminster, NJ, 07921-2642

Get directions

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.
Regulatory
April 2001
Final
Other Business Activities

Robert is a Finance Council Member for Bacino since 2009. This activity requires minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2020 - Present · 6 yrs 2 mos
Ameriprise Financial Services, LLC
March 2020 - Present · 6 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2016 - March 2020 · 3 yrs 10 mos
Insight Private Advisors, LLC
January 2014 - March 2020 · 6 yrs 2 mos
Premier College Funding
October 2009 - December 2014 · 5 yrs 2 mos
LPL Financial LLCBroker
May 2004 - May 2016 · 12 yrs
LPL Financial LLC
May 2004 - October 2015 · 11 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 2003 - May 2004 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2001 - May 2004 · 2 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
March 1992 - June 2001 · 9 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
March 1992 - June 2001 · 9 yrs 3 mos
State Registrations39 states
ALARAZCACOCTDCDEFLGAIDILINKSLAMAMDMEMIMNMONCNHNJNVNYOHORPARISCSDTNTXUTVAVTWAWI
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.
Robert Bacino - Financial Advisor | TrueAdvisor