Robert
Marks
Smallwood Wealth Management
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About this Advisor
Robert Marks is a certified financial planner operating out of Red Bank, New Jersey with a total of 1 year of industry experience. Marks is an employee of Smallwood Wealth Management. Throughout their career, they have worked at Smallwood Associates, Student, Monmouth County Library and Smallwood Wealth Investment Management. Marks maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in New Jersey. Smallwood Wealth Management is a registered investment company that has its headquarters in Red Bank, NJ. It has $247 million in total assets across its 814 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises two charitable organizations. Of its 814 client accounts, 26% are held by high-net-worth individuals who have more than $1 million in investable assets. The business has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually vary depending on which services the firm provides the client. Fees billed by Smallwood Wealth Management likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Smallwood Wealth Management Brokerage Details
$246,541,541
6
814
$302,877
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Marks Work History
Robert has been registered as a financial advisor for 1 years.*
Smallwood Wealth Investment Management
Smallwood Associates
Smallwood Associates
Student
Smallwood Associates
Student
Smallwood Associates
Student
Student
Monmouth County Library
Monmouth County Library
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Marks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Smallwood Wealth Management
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Tarpon Springs, FL
Red Bank, NJ
Red Bank, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
