Unclaimed Profile

Robert Joseph Savino

PRISM ADVISORY GROUP, LLC·NEWTOWN, Pennsylvania

SIE, Series 6, Series 7, Series 63, Series 66ChFC19 years registeredPRISM ADVISORY GROUP, LLC

4 CAUFIELD PLACE, NEWTOWN, PA 18940CRD# 1300981Firm CRD# 152555

Profile Verification

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

Identity

Robert Joseph Savino · NEWTOWN, PA

Registration

CRD #1300981 · PRISM ADVISORY GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

APOLLON WEALTH MANAGEMENT, LLC

Aug 2021 – present

PRISM ADVISORY GROUP, LLC

Jan 2010 – Sep 2021

NEWTOWN, PA

MCDONALD PARTNERS LLC

Jan 2010 – Dec 2017

NEWTOWN, PA

AMERICAN SECURITIES GROUP, INC.

Sep 2009 – Dec 2009

LAWRENCEVILLE, NJ

AMERICAN SECURITIES GROUP, INC.

Jun 2009 – Jul 2009

LAWRENCEVILLE, NJ

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Aug 2007 – Jun 2009

PRINCETON, NJ

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

Mar 2007 – Apr 2007

MILWAUKEE, WI

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Jan 2007 – Mar 2007

PRINCETON, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · January 19, 2007

Years registered · 19

Professional designation · ChFC

Disclosure History

2012Customer Dispute·Settled

2009Customer Dispute·Settled

2009Employment Separation After Allegations

2008Customer Dispute·Settled

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PRISM ADVISORY GROUP, LLC

CRD 152555 · SEC 801-70938

AUM

$184M

Regulatory assets under management

Employees

553 client accounts

Services offered by PRISM ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PRISM ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Joseph Savino offer?

Robert Joseph Savino specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWTOWN, Pennsylvania for a consultation.

What are Robert Joseph Savino's credentials?

Robert Joseph Savino holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Joseph Savino located?

Robert Joseph Savino is based in NEWTOWN, Pennsylvania, working with PRISM ADVISORY GROUP, LLC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.

How does Robert Joseph Savino charge for services?

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

How large is PRISM ADVISORY GROUP, LLC?

PRISM ADVISORY GROUP, LLC has approximately 6 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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