RN
RN

Robert Nigro

23 Years of Experience
Holmdel, NJ
BrokerSells Insurance

Robert Nigro is a registered investment advisor at LPL Enterprise, LLC, based in Holmdel, NJ, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3039 advisors
Number of Clients
86,726 clients
Average Client Portfolio
$217K average
Assets Under Management
$18.9B

Fee Structure

LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).

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Location

101 Crawfords Corner Rd, Suite 2409, Holmdel, NJ, 07733

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert is an independent insurance agent with Martin Ins Group, focusing on health insurance and group benefits, dedicating minimal time. He also coaches youth football and cheerleading, spending minimal time on this non-profit activity.

Employment History
Current Registrations
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 6 mos
LPL Enterprise, LLC
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Pruco Securities, LLC.Broker
July 2010 - November 2024 · 14 yrs 4 mos
Prudential Financial Planning Services
July 2010 - November 2024 · 14 yrs 4 mos
Metlife Securities INC.
January 2010 - July 2010 · 6 mos
Metlife Securities INC.Broker
September 2002 - July 2010 · 7 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
September 2002 - July 2007 · 4 yrs 10 mos
State Registrations26 states
ALAZCACOCTDEFLGAILLAMAMDMNMONCNJNVNYOHORPARISCTXVAWI
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.
Robert Nigro - Financial Advisor | TrueAdvisor