Robert J. Confessore

WBI INVESTMENTS

Red Bank, NJ 07701

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CRD#: 1156068

Professional summary

Robert Joseph Confessore, CFP®, who also goes by Bob Confessore, Robert Confessore, is a registered financial advisor currently at WBI INVESTMENTS, LLC located in Red Bank, New Jersey and MARIDEA WEALTH MANAGEMENT located in Red Bank, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Robert has worked at 12 firms and has passed the Series 63, Series 65, Series 99TO, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Retirement Planning

Comprehensive Financial Planni...

Investment Planning

Insurance Planning

Tax Planning

Estate Planning

Are you a "fiduciary"?

Yes

Aliases

Bob Confessore | Robert Confessore

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Licensed insurance agent; Investment-related; 331 Newman Springs Road, Suite 105, Red Bank, NJ 07701; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month. 2) Hartshorne Group, LLC; Investment-related; 331 Newman Springs Road, Suite 105, Red Bank, NJ 07701; Registered Investment Advisor; Owner, President, and Investment Advisor Representative; Start date: 10/2009; Investment advisory services offered through Hartshorne Group, LLC. On a temporary and transitional basis, Mr. Confessore will maintain registration between Hartshorne Group, LLC, WBI Investments, LLC, and Maridea Wealth Management LLC. Following the transition, Mr. Confessote will no longer maintain registration with Hartshorne Group, LLC. 3) WBI Investments, LLC; Investment-related; 331 Newman Springs Road, Suite 105, Red Bank, NJ 07701; Registered Investment Advisor; Minority Owner, Vice President, and Investment Advisor Representative; Start date: 04/1989; Investment advisory services offered through WBI Investments, LLC. 4) Milington Securities, LLC; Investment-related; 331 Newman Springs Road, Suite 105, Red Bank, NJ 07701; Registered Investment Advisor; President; Start date: 11/2013; Registered Investment Advisor offering investment advisory services to Registered Investment Companies ("RICs"). 5) Maridea Wealth Management LLC; Investment-related; 25 Kent Avenue, Suite 401, Brooklyn, NY 11249; Investment Advisor Representative; Start date: 09/2024 Investment Advisory Services offered through Maridea Wealth Management LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Confessore's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1992

Experience

Current

September 12, 2006 - Present

WBI INVESTMENTS, LLC

Office #1: One River Center 331 Newman Springs Road Suite 122, Red Bank, NJ 07701

RIA

CRD#: 106336

Red Bank, NJ

Current

September 18, 2024 - Present

MARIDEA WEALTH MANAGEMENT

RIA

CRD#: 325523

RED BANK, NJ

Past

November 24, 2014 - February 19, 2015

MILLINGTON SECURITIES, INC.

RIA

CRD#: 147298

RED BANK, NJ

Past

August 8, 2014 - October 15, 2014

MILLINGTON SECURITIES, INC.

RIA

CRD#: 147298

RED BANK, NJ

Past

November 19, 2013 - December 31, 2021

MILLINGTON SECURITIES, INC.

CRD#: 147298

RED BANK, NJ

Past

August 8, 2013 - November 19, 2013

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

May 10, 2011 - July 2, 2013

RAYMOND C. FORBES & CO., INC.

CRD#: 33090

NEW YORK, NY

Past

February 22, 2011 - May 11, 2011

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

October 12, 2009 - October 30, 2024

HARTSHORNE GROUP, LLC

RIA

CRD#: 150897

RED BANK, NJ

Past

January 1, 2004 - December 31, 2004

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

January 1, 1996 - January 1, 2004

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

April 18, 1989 - January 1, 1996

WEALTH BUILDERS EQUITY CORPORATION

CRD#: 22152

Past

August 1, 1986 - April 27, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

May 21, 1986 - August 8, 1986

INVESTORS CENTER, INC.

CRD#: 14670

Past

July 20, 1983 - January 22, 1986

FIRST JERSEY SECURITIES, INC.

CRD#: 6621

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WBI INVESTMENTS, LLC

WBI INVESTMENTS | WEALTH BUILDERS INC | WBI INVESTMENTS, LLC | WBI INVESTMENTS, INC. | WBI INVESTMENTS INC.

CRD#: 106336 / SEC#: 801-22873

RIA

Registered Investment Advisory firm - (3/12/1985 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(9/12/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/22/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/19/1994

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 2/7/2014

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 7/16/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/20/2011

General Securities Principal Examination

Current Firm

WBI INVESTMENTS, LLC

WBI INVESTMENTS | WEALTH BUILDERS INC | WBI INVESTMENTS, LLC | WBI INVESTMENTS, INC. | WBI INVESTMENTS INC.

CRD#: 106336 / SEC#: 801-22873

RIA

Registered Investment Advisory firm - (3/12/1985 Approved)

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Contact information

Main Address

One River Centre - 331 Newman Springs Road Suite 105, Red Bank, NJ 07701

Mailing Address

One River Centre - 331 Newman Springs Road Suite 143, Red Bank, NJ 07701

Phone number

(732) 842-4920

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WBI ADV BROCHURE (5/30/2025)

Regulatory assets under management

Total Number of Accounts	1,328
AUM (Assets Under Management)	$ 552,633,525

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Robert J. Confessore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Confessore's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARIDEA WEALTH MANAGEMENT

MILLINGTON SECURITIES, INC.

MILLINGTON SECURITIES, INC.

MILLINGTON SECURITIES, INC.

QUASAR DISTRIBUTORS, LLC

RAYMOND C. FORBES & CO., INC.

QUASAR DISTRIBUTORS, LLC

HARTSHORNE GROUP, LLC

CETERA ADVISORS LLC

IFG NETWORK SECURITIES, INC.

WEALTH BUILDERS EQUITY CORPORATION

INTEGRATED RESOURCES EQUITY CORPORATION

INVESTORS CENTER, INC.

FIRST JERSEY SECURITIES, INC.

Primary Firm SEC Registration

WBI INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/22/2015

Series 65

Date: 7/19/1994

Series 99TO

Date: 1/2/2023

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 2/7/2014

Series 7

Date: 7/16/1983

Series 24

Date: 9/20/2011

Current Firm

WBI INVESTMENTS, LLC

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WBI INVESTMENTS, LLC

TRUST BUT VERIFY

Contact information

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