Robert Ursomarso Jr
Professional Summary
Robert Ursomarso Jr, who also goes by Robert Francis Ursomarso Jr, Robert Francis Ursomarso, Robert Ursomarso Jr, Robert Ursomarso, was a registered financial advisor. Robert was a previously registered financial advisor and started their career in finance 1983 - 2014. Robert had worked at 5 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert Francis Ursomarso Jr, Robert Francis Ursomarso, Robert Ursomarso Jr, Robert Ursomarso
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Videos & Posts
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
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Contact Information
Main Address
305 Madison Avenue, Morristown, NJ 07960Mailing Address
305 Madison Avenue Po Box 1820, Morristown, NJ 07962Phone Number
(973) 538-7010# of Employees
930SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
170,206AUM (Assets Under Management)
$57,703,120,793Similar Advisors
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Apr 1988Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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