Unclaimed Profile

Robert Tilson

TILSON FINANCIAL GROUP INC·NEW PROVIDENCE, New Jersey

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record33 years registeredTILSON FINANCIAL GROUP INC

98 FLORAL AVENUE, NEW PROVIDENCE, NJ 07974CRD# 1685948Firm CRD# 110890

Profile Verification

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

Identity

Robert Tilson · NEW PROVIDENCE, NJ

Registration

CRD #1685948 · TILSON FINANCIAL GROUP INC · 33 years registered

Brand Profile

Not yet started

Career History

TILSON FINANCIAL GROUP INC

Mar 2003 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Aug 2005 – Jun 2012

WATCHUNG, NJ

WALNUT STREET SECURITIES, INC.

Aug 2003 – Aug 2005

WATCHUNG, NJ

NATHAN & LEWIS SECURITIES, INC.

Feb 1993 – Aug 2003

WATCHUNG, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 3, 1993

Years registered · 33

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TILSON FINANCIAL GROUP INC

CRD 110890 · SEC 801-64633

AUM

$580M

Regulatory assets under management

Employees

1,664 client accounts

Services offered by TILSON FINANCIAL GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TILSON FINANCIAL GROUP INC →

Introduction

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Frequently Asked Questions

What services does Robert Tilson offer?

Robert Tilson specializes in Financial Planning, Investment Management. Contact their office in NEW PROVIDENCE, New Jersey for a consultation.

What are Robert Tilson's credentials?

Robert Tilson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Tilson located?

Robert Tilson is based in NEW PROVIDENCE, New Jersey, working with TILSON FINANCIAL GROUP INC. Their office serves clients in the NEW PROVIDENCE metropolitan area and surrounding communities.

How does Robert Tilson charge for services?

Robert Tilson'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 TILSON FINANCIAL GROUP INC?

TILSON FINANCIAL GROUP INC has approximately 10 employees and manages $580M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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