Robert Buonanno
Robert Buonanno is a registered investment advisor at Genesis Financial Group, LLC, based in Paramus, NJ, with 27 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 93 clients with $100M 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 | 2.00% |
Fees based on a percentage of assets under management will not exceed 2%. The exact fee will be agreed upon with each individual client.
Fee Estimator
Location
80 W Century Road, Suite 303, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2014Customer Dispute
June 2008Customer Dispute
March 2002Other Business Activities
Robert is an Investment Adviser Representative at Skyview Financial Group, LLC, dedicating full-time hours during trading hours. He also provides referral services for Legacy Trust and Capital Partners, spending minimal time on this activity.
Employment History
Current Registrations
Genesis Financial Group, LLC
Previous Registrations
Genesis Financial Group, LLC
Skyview Financial Group, LLC
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
National Securities CorporationBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
State Registrations1 state
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.