Robyn
Goldstein

Aca/Prudent Investors Planning Corporation

CRD#4486022
Investment Advisor
in Dunellen, NJ

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About this Advisor

Robyn Goldstein is a financial advisor based in Dunellen, New Jersey, working with Aca/Prudent Investors Planning Corporation. Robyn has previously held a position at Aca/Prudent Investors Planning Corp. Robyn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and New Jersey. Currently, Robyn is part of Aca/Prudent Investors Planning Corporation, which operates out of Dunellen, New Jersey. The firm has 2 employees and manages assets totaling $294.4 million. The firm serves high-net-worth clients and offers market timing services. The fee structure at Aca/Prudent Investors Planning Corporation includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Market timing services

Fee Structure

Percentage of Assets

Office Location

290 Route 22 West Suite 201
Dunellen, NJ 08812

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Aca/Prudent Investors Planning Corporation Brokerage Details

Total Assets Under Management

$294,401,513

NJ Average: $10,121,009,343
Total Number of Employees

2

NJ Average: 92
Total Number of Accounts

1,528

NJ Average: 6,978
Average Account Size

$192,671

NJ Average: $1,450,417

Investment Advisory Services

  • Market timing services

Robyn Goldstein Work History

2002 - Present (22 years)

Aca/Prudent Investors Planning Corp

Disclosures

Please visit the SEC profile of Robyn Goldstein 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 Aca/Prudent Investors Planning Corporation

Robyn Goldstein
Dunellen, NJ

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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