Advisor at Princeton Global Asset Management LLC
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Firm
Princeton Global Asset Management LLC
Location
Princeton, NJ 08542
Credentials
Series 66
Industry experience
19 years
Robert Spadaford is a financial advisor with Princeton Global Asset Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Princeton Global Asset Management since 2017, with prior roles at PrePair Financial, Cantor Fitzgerald Wealth Partners, and Devon Financial Partners/Park Avenue Securities. He is also a licensed insurance agent and registered representative, occasionally offering commissionable products alongside his advisory services. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and endowments. The firm’s investment approach is based on fundamental analysis and tailored to clients’ risk tolerance and objectives, utilizing both in-house and third-party strategies, including a dedicated platform for managing held-away retirement accounts.
Based on Princeton Global Asset Management LLC
Based on Princeton Global Asset Management LLC
Financial planning fees generally range from $1,000 to $25,000 on a fixed fee basis
Account minimum: $1,000,000 Minimum fee: $5,000 per year for accounts below a certain asset threshold Fee-only: Financial planning fees generally range from $1,000 to $25,000 on a fixed fee basis
17 Hulfish Street, Suite 240
Princeton, NJ 08542
New Jersey · Pennsylvania
Princeton Global Asset Management
2017 - Present (9 years)
PrePair Financial
2017 - 2017 (1 year)
Cantor Fitzgerald Wealth Partners
2016 - 2017 (1 year)
Devon Financial Partners/Park Avenue Securities
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Princeton, NJ
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CFP®, CFA®
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Series 66
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Premier Prosperity Advisors LLC
Series 63, Series 65
Robbinsville, NJ
Pandolfo Capital, LLC
Series 65
Highland Park, NJ
Parkview Capital Management
Series 63, Series 66
Princeton, NJ
Certified Wealth Management & Investment LLC
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