Robert
Nabel
Hbks Wealth Advisors
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About this Advisor
Robert Nabel is a financial advisor based in Holmdel, New Jersey, working with Hbks Wealth Advisors. Robert has previously held positions at Nylife Securities LLC, New York Life Insurance Co, Peter Savrides, It's Greek To Me, Lexington, Brooks Brother, St Francis College, Lpl Financial LLC, The Fortis Agency, Fortis Group Advisors, LLC, Hbks Wealth Advisors, and Hbk Sorce Insurance LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Robert is part of Hbks Wealth Advisors, which operates out of Holmdel, New Jersey. The firm has 12 offices and 105 employees. The firm manages assets totaling $5.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Hbks Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hbks Wealth Advisors Brokerage Details
$5,570,269,830
105
17,566
$317,105
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Robert Nabel Work History
Hbks Wealth Advisors
Hbk Sorce Insurance LLC
Lpl Financial LLC
The Fortis Agency
Fortis Group Advisors, LLC
Nylife Securities LLC
New York Life Insurance Co
Peter Savrides
It'S Greek To Me
Lexington
Brooks Brother
St Francis College
Disclosures
Please visit the SEC profile of Robert Nabel 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 Hbks Wealth Advisors
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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