Robert
Scalzetti

Mutual Of Omaha Investor Services, Inc

CRD#3061362
Investment Advisor
in Paramus, NJ

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About this Advisor

Robert Scalzetti is a financial advisor working out of Paramus, New Jersey with a total of 4 years of industry experience. Scalzetti is on the advisory team at Mutual Of Omaha Investor Services, Inc. Over the course of their career, Scalzetti has held roles at Four Seasons Financial Group, Ing Financial Partners Inc, The Leaders Group Inc, Investors Bank, Invest Financial Corp, Santander Bank, Santander Securities LLC, Investor'S Bank, Mutual Of Omaha, Mutual Of Omaha Investor Services, W&S Brokerage Services, Inc, M&T Securities and Western Southern Life. Scalzetti holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey and Pennsylvania. Mutual Of Omaha Investor Services, Inc is a financial advisory company headquartered in Omaha, NE. It has offices in 114 locations and a total of 320 employees. It controls $14 million in total assets between its 92 client accounts, placing it among the smaller firms in the United States by assets under management. The firm serves 10 charities and foundations. Of its 92 accounts, 16% are associated with high-net-worth investors who have more than $1 million in assets. The business has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice are based on which services the firm provides the client. Fee types charged by Mutual Of Omaha Investor Services, Inc likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

95 North State Route 17 Suite 202
Paramus, NJ 07652

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Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Assets Under Management

$14,275,270

NJ Average: $1,978,216,465
Total Number of Employees

320

NJ Average: 226
Total Number of Accounts

92

NJ Average: 7,467
Average Account Size

$155,166

NJ Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Robert Scalzetti Work History

Robert has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Mutual Of Omaha

2019 - Present (5 years)

Mutual Of Omaha Investor Services

2017 - 2018 (1 year)

W&S Brokerage Services, Inc

2017 - 2018 (1 year)

Western Southern Life

2016 - 2016 (< 1 year)

Santander Bank

2016 - 2016 (< 1 year)

Santander Securities LLC

2016 - 2017 (1 year)

Invest Financial Corp

2016 - 2017 (1 year)

Investor'S Bank

2016 - 2016 (< 1 year)

M&T Securities

2015 - 2016 (1 year)

Invest Financial Corp

2014 - 2014 (< 1 year)

The Leaders Group Inc

2014 - 2016 (2 years)

Investors Bank

2012 - 2013 (1 year)

Ing Financial Partners Inc

2010 - 2014 (4 years)

Four Seasons Financial Group

*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 Scalzetti 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 Mutual Of Omaha Investor Services, Inc

Matthew Dodd
Phoenix, AZ
Jeffrey Keller
Omaha, NE
Marc Gaillard
Blue Bell, PA
Sherif Shaban
Marlton, NJ
Tyler Vandermeer
Omaha, NE
Nicholas Digilio
Omaha, NE
William Beckett
Omaha, NE
Lucas May
Omaha, NE

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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