Robert Ionescu

HENNION & WALSH ASSET MANAGEMENT

Parsippany, NJ 07054

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CRD#: 4210553

Professional summary

Robert Ionescu, who also goes by Rbert V Ionescu, V. Robert Ionescu, Vlaicu Ionescu, Vlaicu Robert S Ionescu, is a registered financial advisor currently at HENNION & WALSH ASSET MANAGEMENT, INC. located in Parsippany, New Jersey and HENNION & WALSH, INC. located in Parsippany, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rbert V Ionescu | V. Robert Ionescu | Vlaicu Ionescu | Vlaicu Robert S Ionescu

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.

EA HOLDING LLC, NON-INVESTMENT RELATED, 1215 POST RD FAIRFIELD CT 06824, RETAIL WOMENS CLOTHING STORE OWNED BY MY WIFE, I AM A MEMBER OF LLC, OPENED JULY 2012, ZERO HOURS DEVOTED TO THE OTHER BUSINESS, NO DUTIES IN REGARDS TO THIS BUSINESS, I AM JUST NAMED ON THE LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Ionescu'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®

None

Experience

Current

September 23, 2021 - Present

HENNION & WALSH ASSET MANAGEMENT, INC.

Office #1: 2001 Route 46 Waterview Plaza, Parsippany, NJ 07054

RIA

CRD#: 126236

Parsippany, NJ

Current

September 22, 2021 - Present

HENNION & WALSH, INC.

Office #1: 2001 Route 46 Waterview Plaza, Parsippany, NJ 07054-1018

CRD#: 25766

Parsippany, NJ

Past

August 30, 2017 - September 7, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

August 6, 2013 - September 7, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

November 29, 2007 - July 23, 2013

FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064

STAMFORD, CT

Past

September 25, 2000 - November 29, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

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".

HENNION & WALSH ASSET MANAGEMENT, INC.

CRD#: 126236 / SEC#: 801-61977

RIA

Registered Investment Advisory firm - (5/2/2003 Approved)

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.

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

Connecticut
(1/2/2024)

District of Columbia
(1/2/2024)

Kentucky
(9/27/2021)

New Jersey
(9/22/2021)

IAR

New Jersey
(9/23/2021)

Ohio
(9/29/2021)

Tennessee
(9/27/2021)

Virginia
(9/27/2021)

West Virginia
(9/27/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/27/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/28/2004

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: 9/23/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/30/2003

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

HENNION & WALSH ASSET MANAGEMENT, INC.

CRD#: 126236 / SEC#: 801-61977

RIA

Registered Investment Advisory firm - (5/2/2003 Approved)

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Contact information

Main Address

2001 Route 46 Waterview Plaza, Parsippany, NJ 07054

Mailing Address

Phone number

(973) 299-8989

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HENNION & WALSH ASSET MANAGEMENT BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,423
AUM (Assets Under Management)	$ 590,106,063

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/26/2024	Cover Page	Report
10/27/2023	Cover Page	Report
09/28/2022	Cover Page	Report

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.

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Robert Ionescu

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

HENNION & WALSH, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FRANKLIN DISTRIBUTORS, LLC

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

HENNION & WALSH ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/27/2018

Series 63

Date: 2/28/2004

SIE

Date: 10/1/2018

Series 7

Date: 9/23/2000

Series 24

Date: 10/30/2003

FINRA

Current Firm

HENNION & WALSH ASSET MANAGEMENT, INC.

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HENNION & WALSH ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

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