Robert Tilson
CFP®Professional Summary
Robert Tilson, CFP®, who also goes by Bob Tilson, is a registered financial advisor currently at TILSON FINANCIAL GROUP INC located in Naples, Florida. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Robert has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Planning
- Tax Planning
- Comprehensive Financial Planning
- Estate Planning
- Business Succession Planning
- Retirement Planning
Other Aliases
Bob Tilson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
TILSON FINANCIAL GROUP INC
Contact Information
Main Address
98 Floral Avenue Suite 103, New Providence, NJ 07974Phone Number
(908) 561-6203# of Employees
9SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,755AUM (Assets Under Management)
$750,550,016Similar 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.
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Primary Firm SEC Registration
TILSON FINANCIAL GROUP INC
State Registrations and Notice Filings
(6/18/2021)
(3/10/2003)
(6/10/2014)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Tilson's CRS (Customer Relationship Summary).
Services Offered by Robert
- Investment Planning
- Tax Planning
- Comprehensive Financial Planning
- Estate Planning
- Business Succession Planning
- Retirement Planning
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