RG
RG
Robert Giarraffa
46 Years of Experience
Cedar Knolls, NJ
1 DisclosureBroker
Robert Giarraffa is a registered investment advisor at New Horizons Wealth Management, based in Cedar Knolls, NJ, with 46 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 4 more. Their firm serves 228 clients with $200M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
228 clients
Average Client Portfolio
$892K average
Assets Under Management
$203.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.55% |
| $500K - $2.0M | 1.15% |
| $2M+ | 0.75% |
Annual fees are negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
240 Cedar Knolls Rd Suite 306, Cedar Knolls, NJ, 07927
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 1983Settled
Employment History
Current Registrations
New Horizons Wealth Management
June 2025 - Present · 11 mos
World Investments, LLCBroker
January 1988 - Present · 38 yrs 4 mos
Previous Registrations
New Horizons Wealth Management
October 2024 - January 2025 · 3 mos
Tfs Advisory Services
January 2006 - December 2023 · 17 yrs 11 mos
New Horizons Financial Services
January 2004 - November 2005 · 1 yr 10 mos
Stuart Stone & CompanyBroker
January 1987 - December 1987 · 11 mos
Focus Securities, INC.Broker
March 1986 - January 1987 · 10 mos
Cardell & Associates, IncorporatedBroker
January 1980 - February 1986 · 6 yrs 1 mo
Intercontinental Securities, INC.Broker
September 1979 - November 1979 · 2 mos
State Registrations1 state
NJ
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.