Unclaimed Profile

Robert Joseph Hagenberg

NEWSQUARE CAPITAL, LLC·NEWTOWN SQUARE, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 63Clean record24 years registeredNEWSQUARE CAPITAL, LLC

16 CAMPUS BOULEVARD, SUITE 200, NEWTOWN SQUARE, PA 19073-3229CRD# 2942205Firm CRD# 152430

Profile Verification

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

Identity

Robert Joseph Hagenberg · NEWTOWN SQUARE, PA

Registration

CRD #2942205 · NEWSQUARE CAPITAL, LLC · 24 years registered

Brand Profile

Not yet started

Career History

MML INVESTORS SERVICES, LLC

Mar 2017 – present

MSI FINANCIAL SERVICES, INC.

Jan 2015 – Mar 2017

NEWTOWN SQUARE, PA

NEWSQUARE CAPITAL, LLC

Oct 2010 – Dec 2017

NEWTOWN SQUARE, PA

NEW ENGLAND SECURITIES CORPORATION

Jun 2002 – Jan 2015

NEWTOWN SQUARE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · June 24, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWSQUARE CAPITAL, LLC

CRD 152430 · SEC 801-70908

AUM

$1.6B

Regulatory assets under management

Employees

3,636 client accounts

Services offered by NEWSQUARE CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at NEWSQUARE CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Joseph Hagenberg offer?

Robert Joseph Hagenberg specializes in Investment Management, Wealth Management. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.

What are Robert Joseph Hagenberg's credentials?

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

Where is Robert Joseph Hagenberg located?

Robert Joseph Hagenberg is based in NEWTOWN SQUARE, Pennsylvania, working with NEWSQUARE CAPITAL, LLC. Their office serves clients in the NEWTOWN SQUARE metropolitan area and surrounding communities.

How does Robert Joseph Hagenberg charge for services?

Robert Joseph Hagenberg's firm is compensated through percentage of aum, subscription fees, other: separate account manager. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEWSQUARE CAPITAL, LLC?

NEWSQUARE CAPITAL, LLC has approximately 17 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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