Robert B. Dunn
NOVI WEALTH PARTNERS
Princeton, NJ 08540
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CRD#: 4377140
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 .
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 integrity leaves no doubt where his clients stand in the relationship, first.
Sometimes it can be difficult to pinpoint the elements that will make a person feel wealthy. Bob takes great pleasure in helping each individual discover and achieve their definition of wealth. Through empathy and humility Bob guides a process that will help determine the values that will lay the course for every plan he prepares.
Prior to Private Wealth, Bob was in the hospitality business. He was fortunate to have had the opportunity to guide a dedicated team of faithful locals in turning a half vacant grocery store into a bustling, high-end, gourmet food and wine store. Through their mutual efforts the business grew 10 fold in 4 years and became a hub and destination for the Greater Princeton, New Jersey area.
Bob and his wife, Stephanie, are proud parents of two boys; Bode and Ty. They all enjoy skiing, team sports and their local park. Bob stays very active in his boys’ athletic activities as head coach for multiple teams. Bob also enjoys cycling the beautiful roads of Hunterdon County, New Jersey.
Bob’s professional affiliations include service on the Advisory Board for the Bank of Princeton, New Jersey and membership to the following organizations: Mercer County Estate Planning Council, The National Association of Personal Financial Advisors (NAPFA/Fee-Only Advisors) and The Financial Planning Association (FPA).
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Tax Planning
Estate Planning
Retirement Income Management
Life Transitions
Comprehensive Financial Planni...
What is your minimum asset requirement?
500K
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.
CRS (Client Relationship Summary) - RIA
Click below to view Robert B Dunn'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: 2002
Experience
Current
January 30, 2013 - Present
NOVI WEALTH PARTNERS
Office #1: 512 Executive Drive, Princeton, NJ 08540RIA
CRD#: 166539
Princeton, NJ
Past
June 25, 2002 - July 8, 2013
PRIVATE WEALTH MANAGEMENT GROUP INC
RIA
CRD#: 108971
PRINCETON, 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".
NOVI WEALTH PARTNERS
NOVI WEALTH PARTNERS | PRIVATE WEALTH MANAGEMENT GROUP LLC | PRIVATE WEALTH MANAGEMENT GROUP
CRD#: 166539 / SEC#: 801-77565
RIA
Registered Investment Advisory firm - (1/1/2013 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(1/30/2013)
IAR
Texas(4/13/2020)
Exams
Current Firm
NOVI WEALTH PARTNERS
NOVI WEALTH PARTNERS | PRIVATE WEALTH MANAGEMENT GROUP LLC | PRIVATE WEALTH MANAGEMENT GROUP
CRD#: 166539 / SEC#: 801-77565
RIA
Registered Investment Advisory firm - (1/1/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
512 Executive Drive, Princeton, NJ 08540
Mailing Address
Phone number
(609) 921-7002
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 915 |
| AUM (Assets Under Management) | $ 492,884,682 |
Red Flags
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Company Information
NOVI WEALTH PARTNERS
CRD#: 166539Princeton, NJ 08540TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
