Robert N. Tucker
Professional summary
Robert Neal Tucker, who also goes by Robert Tucker, is a registered financial advisor currently at TUCKER WEALTH ADVISORY located in Westfield, New Jersey.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Robert has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Neal Tucker's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 7, 2024 - Present
TUCKER WEALTH ADVISORY
September 19, 2006 - May 15, 2008
J.P. MORGAN SECURITIES LLC
January 29, 2003 - August 9, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 7, 2003 - August 9, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/7/2024)
(2/26/2025)
(4/23/2025)
Exams
Current Firm
TUCKER WEALTH ADVISORY
CRD#: 329354 / SEC#:
Contact information
Red Flags
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