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Robert J. Traphagen

TRAPHAGEN INVESTMENT ADVISORS LLC·ORADELL, New Jersey
Clean recordTRAPHAGEN INVESTMENT ADVISORS LLC
234 KINDERKAMACK RD, ORADELL, NJ 07649CRD# 4378176Firm CRD# 107764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert J. Traphagen · ORADELL, NJ
Registration
CRD #4378176 · TRAPHAGEN INVESTMENT ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert J. Traphagen is a registered financial advisor based in ORADELL, New Jersey, affiliated with TRAPHAGEN INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TRAPHAGEN INVESTMENT ADVISORS LLC
TRAPHAGEN FINANCIAL GROUP
AUM
$1.5B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at TRAPHAGEN INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4378176
Firm CRD# 107764
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert J. Traphagen offer?
Robert J. Traphagen specializes in Financial Planning, Investment Management. Contact their office in ORADELL, New Jersey for a consultation.
What are Robert J. Traphagen's credentials?
Robert J. Traphagen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert J. Traphagen located?
Robert J. Traphagen is based in ORADELL, New Jersey, working with TRAPHAGEN INVESTMENT ADVISORS LLC. Their office serves clients in the ORADELL metropolitan area and surrounding communities.
How does Robert J. Traphagen charge for services?
Robert J. Traphagen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRAPHAGEN INVESTMENT ADVISORS LLC?
TRAPHAGEN INVESTMENT ADVISORS LLC has approximately 12 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRAPHAGEN INVESTMENT ADVISORS LLC

James A. Lawrence
ORADELL, NJ
V Peter Traphagen
ORADELL, NJ
V. Peter Traphagen
ORADELL, NJ

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