Douglas Robb
Douglas Robb is a registered investment advisor at Abc Wealth INC, based in Long Valley, NJ, with 31 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 125 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ABC Wealth uses sub-advisors to manage client assets and charges a fee up to 1.25%. The client will be charged an additional fee, exclusive of the fee ABC Wealth receives. The total fee, including both ABC Wealth and the sub-advisor, will never exceed 3%. The annual fee may be negotiable. Fees are billed quarterly based on the value of your portfolio. Financial planning is included at no extra cost. ABC Wealth also manages variable annuities and variable life products, with fees not exceeding 2.5%.
Location
Long Valley, NJ
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2018Employment Separation After Allegations
April 2016Other Business ActivitiesSells Insurance
Douglas is a sole proprietor and insurance agent since 2016. He is also the president and insurance agent for ABC Wealth Advisors, Inc. since 2016, and managing member of ABC Wealth PR LLC since 2024.
Employment History
Current Registrations
Abc Wealth INC
Previous Registrations
Abc Wealth Pr LLC
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Distributors, INC.
Allstate Distributors, L.L.C.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Bear, Stearns & CO. INC.Broker
Liberty Funds Distributor, INC.Broker
Independent Financial Securities, INC.Broker
Mds Securities IncorporatedBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 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.