Unclaimed Profile

Robert Christman Kleiber

COMPASS FINANCIAL MANAGEMENT LLC·PARSIPPANY, New Jersey

Series 7, Series 24, Series 63, Series 65Clean record24 years registeredCOMPASS FINANCIAL MANAGEMENT LLC

2001 ROUTE 46, PARSIPPANY, NJ 07054CRD# 1420735Firm CRD# 156345

Profile Verification

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

Identity

Robert Christman Kleiber · PARSIPPANY, NJ

Registration

CRD #1420735 · COMPASS FINANCIAL MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COMPASS FINANCIAL MANAGEMENT LLC

COMPASS FINANCIAL MANAGEMENT LLC

Jun 2012 – Nov 2020

Seabrook Island, SC

COMPASS FINANCIAL MANAGEMENT LLC

May 2011 – Jun 2012

PARSIPPANY, NJ

NEW CENTURY ASSET MANAGEMENT, INC.

Jun 2002 – May 2011

WAYNE, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 26, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMPASS FINANCIAL MANAGEMENT LLC

CRD 156345 · SEC 801-118185

AUM

$409M

Regulatory assets under management

Employees

1,131 client accounts

Services offered by COMPASS FINANCIAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COMPASS FINANCIAL 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 PARSIPPANY?

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

Browse PARSIPPANY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Christman Kleiber offer?

Robert Christman Kleiber specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Robert Christman Kleiber's credentials?

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

Where is Robert Christman Kleiber located?

Robert Christman Kleiber is based in PARSIPPANY, New Jersey, last registered with COMPASS FINANCIAL MANAGEMENT LLC.

How does Robert Christman Kleiber charge for services?

Robert Christman Kleiber's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMPASS FINANCIAL MANAGEMENT LLC?

COMPASS FINANCIAL MANAGEMENT LLC has approximately 20 employees and manages $409M 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 →