TrueAdvisor
TrueAdvisor
RB
ChFC
RB
ChFC

Robert Bacino

Ameriprise Financial Services, LLC
34 Years of Experience
Bedminster, NJ
1 DisclosureBroker
View SEC Summary
View SEC Summary

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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

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

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
View Full SEC ReportHow to Read Disclosures
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 7 mos
Ameriprise Financial Services, LLC
March 2020 - Present · 6 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 2020 - Present · 6 yrs 7 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 Registrations40 states
ALARAZCACOCTDCDEFLGAIAIDILINKSLAMAMDMEMIMNMONCNHNJNVNYOHORPARISCSDTNTXUTVAVTWAWI
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.
More Advisors
More financial advisors in Bedminster, NJ →All financial advisors in New Jersey →