Robert B Dunn
CFP®Professional Summary
Robert B Dunn, CFP® is a registered financial advisor currently at NOVI WEALTH PARTNERS located in Princeton, New Jersey. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Robert has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
- Financial Planning
Biography
Bob Dunn lives in a world where nothing is out of reach. He believes in setting your sights high constructing definitive and ambitious goals and steadily moving toward them. Bob is, first and foremost, a family man. His desire to improve the lives of everyone around him is evident in his dedication to his family, clients, co-workers and local charities. As President and Managing Partner of Private Wealth Management Group, Bob’s conviction to excellence and...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
NOVI WEALTH PARTNERS | PRIVATE WEALTH MANAGEMENT GROUP LLC | PRIVATE WEALTH MANAGEMENT GROUP
Contact Information
Main Address
512 Executive Drive, Princeton, NJ 08540Phone Number
(609) 921-7002# of Employees
11SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,001AUM (Assets Under Management)
$612,775,760Similar Advisors
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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.
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Primary Firm SEC Registration
NOVI WEALTH PARTNERS | PRIVATE WEALTH MANAGEMENT GROUP LLC | PRIVATE WEALTH MANAGEMENT GROUP
State Registrations and Notice Filings
(1/30/2013)
(4/13/2020)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert B Dunn's CRS (Customer Relationship Summary).
Services Offered by Robert
- Investment Management
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
- Financial Planning
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