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Eric G. Burgagni

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CRD#: 5774654
EB

Professional summary


Being a previously registered professional could mean that this person 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.

Eric George Burgagni, who also goes by Eric G Burgagni, was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 2010. Eric had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eric G Burgagni

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)


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

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


Past

April 29, 2019 - July 26, 2021

ROBUSTWEALTH, INC.

RIA
CRD#: 269919
Lambertville, NJ
Past

May 23, 2017 - March 27, 2019

WBI INVESTMENTS, LLC

RIA
CRD#: 106336
RED BANK, NJ
Past

May 15, 2017 - April 1, 2019

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Red Bank, NJ
Past

March 4, 2014 - August 31, 2016

FLAGSHIP HARBOR ADVISORS, LLC

RIA
CRD#: 155733
MATAWAN, NJ
Past

December 13, 2013 - February 24, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
MATAWAN, NJ
Past

August 19, 2010 - December 13, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MATAWAN, NJ
Past

July 28, 2010 - December 13, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MATAWAN, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/18/2010
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


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

CRD#: 269919 / SEC#: 801-110528

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Contact information


Main Address
204 N. Union Street, Lambertville, NJ 08530
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

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

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


ROBUSTWEALTH, INC.

CRD#: 269919

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