Robert V. Aceto
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Vincent Aceto III, who also goes by Bob VIncent Aceto III, Bob Aceto III, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1994. Robert had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 12, 2014 - March 23, 2018
THE WHARTON ADVISORY GROUP, LLC
February 28, 2014 - March 19, 2018
LPL FINANCIAL LLC
October 5, 2009 - March 7, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
October 5, 2009 - March 7, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
July 3, 2003 - October 5, 2009
AMERIPRISE ADVISOR SERVICES, INC.
July 10, 2002 - July 10, 2003
CHOREO, LLC
November 7, 1994 - October 5, 2009
AMERIPRISE ADVISOR SERVICES, INC.
September 15, 1994 - December 12, 1994
H.J. MEYERS & CO., INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
THE WHARTON ADVISORY GROUP, LLC
CRD#: 120522 / SEC#: 801-61238
Contact information
Red Flags
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