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RG

Robert P. Groesbeck

GROESBECK INVESTMENT MANAGEMENT CORP
Paramus, NJ 07652
Some features on this profile are disabled
CRD#: 4360339
RG

Professional summary

Robert Paul Groesbeck is a registered financial advisor currently at GROESBECK INVESTMENT MANAGEMENT CORP located in Paramus, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Robert has worked at 1 firm .

top-8-questions

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 Paul Groesbeck'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

April 4, 2017 - Present

GROESBECK INVESTMENT MANAGEMENT CORP

Office #1: 12 Rte. 17 North Suite 130, Paramus, NJ 07652
RIA
CRD#: 106679
Paramus, NJ
Past

February 3, 2015 - December 31, 2016

GROESBECK INVESTMENT MANAGEMENT CORP

RIA
CRD#: 106679
PARAMUS, NJ
Past

December 18, 2013 - December 31, 2014

GROESBECK INVESTMENT MANAGEMENT CORP

RIA
CRD#: 106679
PARAMUS, NJ

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".
GI
GROESBECK INVESTMENT MANAGEMENT CORP
GROESBECK INVESTMENT MANAGEMENT CORP

CRD#: 106679 / SEC#: 801-44798

RIA
Registered Investment Advisory firm - (9/24/1993 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.

Highlighted states indicate IAR registrations

IAR
New Jersey
(4/4/2017)

Exams

Current Firm

GI
GROESBECK INVESTMENT MANAGEMENT CORP
GROESBECK INVESTMENT MANAGEMENT CORP

CRD#: 106679 / SEC#: 801-44798

RIA
Registered Investment Advisory firm - (9/24/1993 Approved)
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Contact information

Main Address
12 Rte. 17 North Suite 130, Paramus, NJ 07652
Mailing Address
Phone number
(201) 291-7888
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (3 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A AND PART 2B REVISED 2024 (5/27/2025)
ADV PART 2A AND PART 2B 2024 (5/27/2025)

Regulatory assets under management

Total Number of Accounts34
AUM (Assets Under Management)$ 64,650,906

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

GROESBECK INVESTMENT MANAGEMENT CORP

CRD#: 106679Paramus, NJ 07652

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