Robert A. Andreacchio
LAUREL OAK WEALTH MANAGEMENT | Private Wealth Advisor
MARLTON, NJ 08053
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CRD#: 3002848
Professional summary
Robert Anthony Andreacchio JR, CFP®, ChFC®, who also goes by Robert A Andreacchio Jr, is a registered financial advisor currently at LAUREL OAK WEALTH MANAGEMENT, LLC located in Marlton, New Jersey and PURSHE KAPLAN STERLING INVESTMENTS located in Marlton, New Jersey.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Robert has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Estate Planning
Tax Planning
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Robert A Andreacchio Jr
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. Laurel Oak Wealth Management Group, LLC. Investment-related. At registered location. RIA. Advisor. 07/2025. 20 hrs/month. 20 hrs during trading hrs. Meet with clients, provide advice and service. 2. Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 07/2025. 15 hrs/month. 15 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. CHBA, LLC. Investment-related. At registered location. Business Management Services. Owner. 07/2025. 5 hrs/month. 2 hrs during trading hrs. This is a pass-through entity for expenses only, it has no employees, it is used for some costs not associated with the RIA or BD.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Anthony Andreacchio JR'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®
Start date: 2006
Experience
Current
July 23, 2025 - Present
LAUREL OAK WEALTH MANAGEMENT, LLC
Office #1: 525 Nj-73 Suite 200, Marlton, NJ 08053RIA
CRD#: 336824
MARLTON, NJ
Current
August 4, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: Five Greentree Center 525 Nj 73; Suite 200, Marlton, NJ 08053BD
CRD#: 35747
Marlton, NJ
Past
July 29, 2002 - August 4, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
NEWARK, DE
Past
February 19, 1998 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
February 19, 1998 - August 4, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
NEWARK, DE
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/4/2025)
RR
Arizona(8/4/2025)
RR
California(8/4/2025)
RR
Colorado(8/4/2025)
RR
Connecticut(8/4/2025)
IAR
Delaware(7/23/2025)
RR
Delaware(8/4/2025)
RR
District of Columbia(8/4/2025)
RR
Florida(8/4/2025)
RR
Georgia(8/4/2025)
RR
Idaho(8/4/2025)
RR
Illinois(8/4/2025)
RR
Indiana(8/4/2025)
RR
Iowa(8/4/2025)
RR
Louisiana(8/4/2025)
RR
Maine(8/4/2025)
RR
Maryland(8/4/2025)
RR
Massachusetts(8/4/2025)
RR
Michigan(8/4/2025)
RR
Missouri(8/4/2025)
RR
New Hampshire(8/4/2025)
IAR
New Jersey(7/23/2025)
RR
New Jersey(8/4/2025)
RR
New Mexico(8/4/2025)
RR
New York(8/4/2025)
RR
North Carolina(8/4/2025)
RR
Ohio(8/4/2025)
RR
Oklahoma(8/4/2025)
RR
Oregon(8/4/2025)
RR
Pennsylvania(8/4/2025)
RR
Rhode Island(8/4/2025)
RR
South Carolina(8/4/2025)
RR
Texas(8/4/2025)
RR
Utah(8/4/2025)
RR
Vermont(8/4/2025)
RR
Virginia(8/4/2025)
RR
Washington(8/4/2025)
RR
West Virginia(8/4/2025)
RR
Wisconsin(8/4/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
LO
LAUREL OAK WEALTH MANAGEMENT, LLC
LAUREL OAK WEALTH MANAGEMENT GROUP, LLC | TAORMINA WEALTH ADVISORY GROUP LLC | LAUREL OAK WEALTH MANAGEMENT, LLC
CRD#: 336824 / SEC#: 801-133907
RIA
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Contact information
Main Address
525 Nj-73 Suite 200, Marlton, NJ 08053
Mailing Address
Phone number
(856) 519-0200
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,525 |
| AUM (Assets Under Management) | $ 1,336,284,410 |
Red Flags
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Company Information
LAUREL OAK WEALTH MANAGEMENT, LLC
Private Wealth AdvisorCRD#: 336824Marlton, NJ 08053TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
