Robert
Nabel

Hbks Wealth Advisors

CRD#6869386
Investment Advisor
in Holmdel, NJ

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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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

101 Crawfords Corner Road Suite 2216
Holmdel, NJ 07733

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Hbks Wealth Advisors Brokerage Details

Total Assets Under Management

$5,570,269,830

NJ Average: $15,833,994,310
Total Number of Employees

105

NJ Average: 41
Total Number of Accounts

17,566

NJ Average: 3,342
Average Account Size

$317,105

NJ Average: $4,737,880

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

2024 - Present (0 year)

Hbks Wealth Advisors

2024 - Present (0 year)

Hbk Sorce Insurance LLC

2020 - Present (4 years)

Lpl Financial LLC

2020 - Present (4 years)

The Fortis Agency

2020 - Present (4 years)

Fortis Group Advisors, LLC

2018 - 2020 (2 years)

Nylife Securities LLC

2017 - 2020 (3 years)

New York Life Insurance Co

2016 - 2017 (1 year)

Peter Savrides

2016 - 2017 (1 year)

It'S Greek To Me

2015 - 2015 (< 1 year)

Lexington

2014 - 2014 (< 1 year)

Brooks Brother

2009 - 2015 (6 years)

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

Matthew Chlopek
Naples, FL
Jason Klein
Warrendale, PA
Shirley Trefelner
Warrendale, PA
Brian Sommers
Warrendale, PA
Patrick Brown
Naples, FL
Jason Nunnery
Stuart, FL
Ryan Hawk
Naples, FL
Christopher Nagel
Conshohocken, PA

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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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.

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