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RS

Robert L. Stickel

RLS FINANCIAL SERVICES
Bloomsbury, NJ 08804
Some features on this profile are disabled
CRD#: 2819641
RS

Professional summary

Robert Louis Stickel, CFP® is a registered financial advisor currently at RLS FINANCIAL SERVICES located in Bloomsbury, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robert has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Louis Stickel's 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: 1993

Experience

Current

September 27, 2019 - Present

RLS FINANCIAL SERVICES

Office #1: 86 North Street, Bloomsbury, NJ 08804
RIA
CRD#: 305158
Bloomsbury, NJ
Past

May 18, 2002 - December 9, 2019

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
BLOOMSBURY, NJ
Past

January 28, 1997 - December 9, 2019

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
BLOOMSBURY, NJ

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
(9/27/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 8/14/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/24/1997
General Securities Representative Examination

Current Firm

RF
RLS FINANCIAL SERVICES
RLS FINANCIAL SERVICES | STICKEL, ROBERT, LOUIS | ROBERT L STICKEL DBA RLS FINANCIAL SERVICES

CRD#: 305158 / SEC#:

New Jersey
Registered Investment Advisory firm - (9/27/2019 Approved)
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Contact information

Main Address
86 North Street, Bloomsbury, NJ 08804
Mailing Address
Phone number
(908) 479-4087
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts79
AUM (Assets Under Management)$ 22,432,592

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.

Company Information

RLS FINANCIAL SERVICES

CRD#: 305158Bloomsbury, NJ 08804

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