Robert Gude is a registered investment advisor at LPL Financial LLC, based in Montville, 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
350 Main Road, Suite 204, Montville, NJ, 07045
Get directionsHistory
Regulatory History (3)
Judgment / Lien
July 2014Judgment / Lien
October 2006Customer Dispute
June 2002Other Business Activities
Robert operates Montville Financial Group as a DBA for his LPL business since 2023. This activity, which is investment-related, takes nearly all of Robert's time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations6 states
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
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