Merrill
46yrs
Top advisor by experience in Princeton
39yrs
Robert Eng
Financial advisor at Belpointe Asset Management
Based in Princeton, New Jersey, Robert Eng is a financial advisor with 39 years of industry experience. Robert joined Belpointe Asset Management in 2019, after a year at J.O.Y. Wealth Partners and four years at Glen Eagle Advisors. Robert holds the CFA designation.
At a glance
Experience39 years (since 1987)
How that compares ?Top 3% by experience at Belpointe Asset Management
OfficePrinceton, NJ
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$705,312
Advisors at the firm169
States licensed ?1 state
Services through Belpointe Asset Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Jan 2024 – Jul 2024J.O.Y. Wealth PartnersPreviously
- 2019 – nowBelpointe Asset Management LLCCurrent firm
- 2016 – 2019Glen Eagle Advisors, LLCPreviously
- Mar 2015 – Mar 2016Glen Eagle Wealth, LLCPreviously
Contact Robert
(203) 629-3300Firm headquarters in Reno, NV. Ask for Robert. Princeton, NJOffice · Get directions Firm websiteHTTP://WWW.BELPOINTE.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Belpointe Asset Management at (203) 629-3300 and ask for Robert Eng. Robert works from the Princeton, NJ office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1987, about 39 years. Top 3% by experience at Belpointe Asset Management.
What licenses does Robert hold?
Series 63. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
Belpointe Asset Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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