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Robert Gerard Vallone

HENNION & WALSH ASSET MANAGEMENT, INC.·PARSIPPANY, New Jersey
SIE, Series 27, Series 99TOClean recordHENNION & WALSH ASSET MANAGEMENT, INC.
2001 ROUTE 46, PARSIPPANY, NJ 07054CRD# 6836338Firm CRD# 126236

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Gerard Vallone · PARSIPPANY, NJ
Registration
CRD #6836338 · HENNION & WALSH ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
HENNION & WALSH ASSET MANAGEMENT, INC.
CRD 126236 · SEC 801-61977
AUM
$473M
Regulatory assets under management
Employees
70
1,178 client accounts
Services offered by HENNION & WALSH ASSET MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
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 HENNION & WALSH ASSET MANAGEMENT, INC. →
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Frequently Asked Questions

What services does Robert Gerard Vallone offer?
Robert Gerard Vallone specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PARSIPPANY, New Jersey for a consultation.
What are Robert Gerard Vallone's credentials?
Robert Gerard Vallone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Gerard Vallone located?
Robert Gerard Vallone is based in PARSIPPANY, New Jersey, working with HENNION & WALSH ASSET MANAGEMENT, INC.. Their office serves clients in the PARSIPPANY metropolitan area and surrounding communities.
How does Robert Gerard Vallone charge for services?
Robert Gerard Vallone's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HENNION & WALSH ASSET MANAGEMENT, INC.?
HENNION & WALSH ASSET MANAGEMENT, INC. has approximately 70 employees and manages $473M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HENNION & WALSH ASSET MANAGEMENT, INC.

Richard Hennion
PARSIPPANY, NJ
Wendy Ann Wurst
PARSIPPANY, NJ
Deborah Ann Hoffmann
PARSIPPANY, NJ
Kevin Douglas Mahn
PARSIPPANY, NJ
Phillip Fitzsimmons
PARSIPPANY, NJ
Alexander Vermitsky
PARSIPPANY, NJ

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