Unclaimed Profile

Robert James Farrell

HHR ASSET MANAGEMENT, LLC·BERKELEY HEIGHTS, New Jersey

Series 7, Series 63Clean record18 years registeredHHR ASSET MANAGEMENT, LLC

400 CONNELL DRIVE, BERKELEY HEIGHTS, NJ 07922CRD# 1559462Firm CRD# 143062

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert James Farrell · BERKELEY HEIGHTS, NJ

Registration

CRD #1559462 · HHR ASSET MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HHR ASSET MANAGEMENT, LLC

HHR ASSET MANAGEMENT, LLC

Jan 2008 – Jul 2022

BERKELEY HEIGHTS, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · January 17, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HHR ASSET MANAGEMENT, LLC

CRD 143062 · SEC 801-74218

AUM

$1.0B

Regulatory assets under management

Employees

8 client accounts

Services offered by HHR ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at HHR ASSET MANAGEMENT, LLC →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BERKELEY HEIGHTS?

Browse all registered financial advisors in BERKELEY HEIGHTS, New Jersey or claim this profile if it's yours.

Browse BERKELEY HEIGHTS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert James Farrell offer?

Robert James Farrell specializes in Investment Management, Retirement Planning, Wealth Management.

What are Robert James Farrell's credentials?

Robert James Farrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert James Farrell located?

Robert James Farrell is based in BERKELEY HEIGHTS, New Jersey, last registered with HHR ASSET MANAGEMENT, LLC.

How does Robert James Farrell charge for services?

Robert James Farrell's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HHR ASSET MANAGEMENT, LLC?

HHR ASSET MANAGEMENT, LLC has approximately 9 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →