RB
RB

Robert Barbuto

22 Years of Experience
Paramus, NJ
1 Disclosure

Robert Barbuto is a registered investment advisor at Edelman Financial Engines, based in Paramus, NJ, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,281,720 clients with $290B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
676 advisors
Number of Clients
1,281,720 clients
Average Client Portfolio
$229K average
Assets Under Management
$292.9B

Fee Structure

Minimum Investment:$5K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $400K1.75%
$400K - $750K1.25%
$750K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $10.0M0.60%
$10.0M - $25.0M0.50%
$25M+Included

Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.

Fee Estimator
Your Portfolio Value
$500K
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Location

650 From Rd, Suite 460, Paramus, NJ, 07652

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History

Regulatory History (1)
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Customer Dispute
August 2022
Settled
Employment History
Current Registrations
Edelman Financial Engines
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Charles Schwab & CO., INC.
July 2019 - March 2022 · 2 yrs 8 mos
Charles Schwab & CO., INC.Broker
July 2019 - March 2022 · 2 yrs 8 mos
Fidelity Personal and Workplace Advisors
July 2018 - June 2019 · 11 mos
Strategic Advisers LLC
January 2014 - July 2018 · 4 yrs 6 mos
Fidelity Brokerage Services LLCBroker
December 2013 - June 2019 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2012 - November 2013 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2012 - November 2013 · 1 yr 8 mos
Legend Trading, LLCBroker
May 2011 - February 2012 · 9 mos
T3 Trading Group, LLCBroker
March 2011 - March 2011 · 0 mos
Assent LLCBroker
March 2003 - May 2010 · 7 yrs 2 mos
Andover Brokerage, L.L.C.Broker
August 2002 - March 2003 · 7 mos
State Registrations2 states
NJNY
Advisor

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 Barbuto - Financial Advisor | TrueAdvisor