Robert Tilson

TILSON FINANCIAL GROUP

Naples, FL

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CRD#: 1685948

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.

Question & Answer

What are your service offerings?

Investment Planning

Tax Planning

Comprehensive Financial Planni...

Estate Planning

Business Succession Planning

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Bob Tilson

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. Tilson Financial Group, Inc. - Principal of RIA; manage client assets; prepare financial plans; 180 hours per month, 130 hours during market hours. 2. Independent insurance broker for various independent insurance companies. 3. Joan Capps Foundation - Vice president/board member; evaluate charities; decide on bequests; counsel regarding tax issues; investment related; 4 hours per month, zero hours during market hours; began 12/1/2005.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Tilson'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: 1990

Experience

Current

March 10, 2003 - Present

TILSON FINANCIAL GROUP INC

RIA

CRD#: 110890

Naples, FL

Past

June 1, 2012 - October 1, 2020

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

NEW PROVIDENCE, NJ

Past

August 15, 2005 - June 22, 2012

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

WATCHUNG, NJ

Past

August 15, 2005 - June 22, 2012

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

WATCHUNG, NJ

Past

August 1, 2003 - August 15, 2005

WALNUT STREET SECURITIES, INC.

RIA

CRD#: 15840

WATCHUNG, NJ

Past

August 1, 2003 - August 15, 2005

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

February 3, 1993 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

RIA

CRD#: 8503

WATCHUNG, NJ

Past

March 15, 1991 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

Past

June 23, 1987 - March 22, 1991

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

TILSON FINANCIAL GROUP INC

CRD#: 110890 / SEC#: 801-64633

RIA

Registered Investment Advisory firm - (8/26/2005 Approved)

North Carolina

Registered Investment Advisory firm - (12/11/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(6/18/2021)

IAR

New Jersey
(3/10/2003)

IAR

Texas
(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

State Security Law Exam

IAR

Series 65

Date: 11/10/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/18/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/20/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/19/1994

General Securities Principal Examination

Current Firm

TILSON FINANCIAL GROUP INC

CRD#: 110890 / SEC#: 801-64633

RIA

Registered Investment Advisory firm - (8/26/2005 Approved)

North Carolina

Registered Investment Advisory firm - (12/11/2009 Terminated)

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Contact information

Main Address

98 Floral Avenue Suite 103, New Providence, NJ 07974

Mailing Address

Phone number

(908) 561-6203

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	1,698
AUM (Assets Under Management)	$ 640,222,338

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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Firm Stability Insights

Robert Tilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

WALNUT STREET SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

TILSON FINANCIAL GROUP INC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/10/1999

Series 63

Date: 1/18/1988

SIE

Date: 10/1/2018

Series 7

Date: 6/20/1987

Series 24

Date: 5/19/1994

Current Firm

TILSON FINANCIAL GROUP INC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TILSON FINANCIAL GROUP INC

TRUST BUT VERIFY

Contact information

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