Douglas Robb Jr.
Advisor at ABC Wealth Inc
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
ABC Wealth Inc
Location
Long Valley, NJ
Credentials
Series 63, Series 65
Industry experience
31 years
About
Douglas Robb is a financial advisor at ABC Wealth Inc with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various related entities since 2012, including CUSO Financial Services, LP and multiple iterations of ABC Wealth firms. Robb also operates as a sole proprietor insurance agent. ABC Wealth Inc is an independent investment adviser serving primarily individual clients with discretionary asset management and comprehensive financial planning. The firm sponsors a wrap fee program, manages variable annuity and life contracts, and offers guidance on non-traded REITs, frequently implementing portfolios through sub-advisors and third-party money managers.
Client services
Based on ABC Wealth Inc
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Based on ABC Wealth Inc
Private / alternative investments
Retirement income strategy
Options & derivatives strategies
Fee options
$0+: up to 1.25% for ABC Wealth's advisory fee when sub-advisor is used (negotiable) $0+: total combined fee (ABC Wealth + sub-advisor) will not exceed 3% (negotiable)
Insurance commissions received by Managing Member Douglas Robb, Jr. for insurance products sold separately from advisory services
Location
Long Valley, NJ
Most active in
Douglas R has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
Work history
ABC Wealth PR LLC
2024 - 2025 (1 year)
Abc Wealth Pr Llc
2024 - Present (2 years)
ABC Wealth Advisors, Inc FKA ETHOS LEGACY PLANNING INC.
2016 - Present (10 years)
ABC Wealth Inc FKA ETHOS Financial Planning LLC
2016 - Present (10 years)
Douglas Robb, Jr. - Sole Proprietor
2016 - Present (10 years)
CUSO Financial Services, LP
2012 - 2016 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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J. M
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Far Hills, NJ
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George S
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Warren, NJ
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