Unclaimed Profile

Robert John Bacino

INSIGHT PRIVATE ADVISORS, LLC·BRIDGEWATER, New Jersey

SIE, Series 4, Series 6, Series 7, Series 24, Series 31, Series 52TO, Series 53, Series 63, Series 66, Series 99TOChFC23 years registeredINSIGHT PRIVATE ADVISORS, LLC

745 ROUTE 202/206, BRIDGEWATER, NJ 08807CRD# 2211290Firm CRD# 169017

Profile Verification

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

Identity

Robert John Bacino · BRIDGEWATER, NJ

Registration

CRD #2211290 · INSIGHT PRIVATE ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

AMERIPRISE FINANCIAL SERVICES, LLC

Mar 2020 – present

INSIGHT PRIVATE ADVISORS, LLC

Jan 2014 – Mar 2020

BRIDGEWATER, NJ

PREMIER COLLEGE FUNDING

Oct 2009 – Dec 2014

FLEMINGTON, NJ

LPL FINANCIAL LLC

May 2004 – Oct 2015

BRIDGEWATER, NJ

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jul 2003 – May 2004

EDISON, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 31

Series 52TO

Series 53

Series 63

Series 66

Series 99TO

Registration record

First registered · July 24, 2003

Years registered · 23

Professional designation · ChFC

Disclosure History

2001Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INSIGHT PRIVATE ADVISORS, LLC

CRD 169017 · SEC 801-78883

AUM

$278M

Regulatory assets under management

Employees

866 client accounts

Services offered by INSIGHT PRIVATE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INSIGHT PRIVATE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert John Bacino offer?

Robert John Bacino specializes in Financial Planning, Investment Management. Contact their office in BRIDGEWATER, New Jersey for a consultation.

What are Robert John Bacino's credentials?

Robert John Bacino holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert John Bacino located?

Robert John Bacino is based in BRIDGEWATER, New Jersey, working with INSIGHT PRIVATE ADVISORS, LLC. Their office serves clients in the BRIDGEWATER metropolitan area and surrounding communities.

How does Robert John Bacino charge for services?

Robert John Bacino's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSIGHT PRIVATE ADVISORS, LLC?

INSIGHT PRIVATE ADVISORS, LLC has approximately 10 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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