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Eric George Burgagni

CRD# 5774654·Registered 2010 - 2021
Previously Registered: Being a previously registered professional could mean that Eric is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Eric George Burgagni, who also goes by Eric G Burgagni, was a registered financial advisor. Eric was a previously registered financial professional and started their career in finance 2010 - 2021. Eric had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eric G Burgagni

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

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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Years of Experience

16 years in the financial services industry

Current & Past Employments

ROBUSTWEALTH, INC.·CRD# 269919
RIA
Lambertville, NJ
April 29, 2019 - July 26, 2021
WBI INVESTMENTS, LLC·CRD# 106336
RIA
Red Bank, NJ
May 23, 2017 - March 27, 2019
FORESIDE FUND SERVICES, LLC·CRD# 46106
BD
Red Bank, NJ
May 15, 2017 - April 1, 2019
FLAGSHIP HARBOR ADVISORS, LLC·CRD# 155733
RIA
Matawan, NJ
March 4, 2014 - August 31, 2016
LPL FINANCIAL LLC·CRD# 6413
BD
Matawan, NJ
December 13, 2013 - February 24, 2017
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
RIA
Matawan, NJ
August 19, 2010 - December 13, 2013
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Matawan, NJ
July 28, 2010 - December 13, 2013

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Current Firm

RI
ROBUSTWEALTH, INC.

2020 FINANCIAL PLANNING INVESTMENTS | ROBUSTWEALTH, INC. | ROBUSTWEALTH LLC | ROBUSTWEALTH INC. | ROBUSTWEALTH | ROBUST RIA | ADVRW

CRD#: 269919 / SEC#: 801-110528

Contact Information

Main Address

204 N. Union Street, Lambertville, NJ 08530

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (6/30/2021)

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2010About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2010About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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