Robert
Voccola
Investment Partners Asset Management
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About this Advisor
Robert Voccola is a chartered financial analyst operating out of Metuchen, New Jersey with 2 years of relevant experience. Voccola is on the advisory team at Investment Partners Asset Management. Their career trajectory has included roles at Retired, Mdx Wealth Management, Tradition Asset Management and Investment Partners Asset Management. Voccola maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey. Investment Partners Asset Management is a financial advisory business based out of Metuchen, NJ. The company has just five financial advisors. It oversees $175 million in total assets across its 449 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm serves seven charitable organizations. Of its 449 customer accounts, 52% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules are based on the financial services provided. However, fees billed by Investment Partners Asset Management can be comprised of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Investment Partners Asset Management Brokerage Details
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$174,505,651
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
5
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449
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$388,654
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Robert Voccola Work History
Robert has been registered as a financial advisor for 2 years.*
Investment Partners Asset Management
Tradition Asset Management
Mdx Wealth Management
Retired
*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 Voccola 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 Investment Partners Asset Management
Metuchen, NJ
Metuchen, NJ
Metuchen, NJ
Metuchen, NJ
Metuchen, NJ
Cape Charles, VA
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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