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Advisors / New Jersey / Milltown
37yrs

Robert Hall

Financial advisor at Ameriprise Financial Services

Based in Milltown, New Jersey, Robert Hall is a fiduciary financial advisor with 37 years of industry experience. Robert joined Ameriprise Financial Services in 2019, after ten years at Edward Jones and two years at PNC Wealth Management. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 7 advisors with offices in Milltown, and one of 7 fiduciaries.

Milltown, NJ 08850Top advisor by experience in MilltownFiduciary advisor

At a glance

Experience37 years (since 1990)
How that compares ?Top advisor by experience in Milltown
Office161 S Main St, Milltown, NJ 08850
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states

Services through Ameriprise Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2019 – now
  2. 2010 – 2019
    Edward JonesPreviously
  3. Dec 2007 – Oct 2009
  4. Jul 2006 – Dec 2007
    Cetera Investment Services LLCPreviously

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Ameriprise Financial Services at (612) 671-3131 and ask for Robert Hall. Robert works from the Milltown, NJ office.

How long has Robert been a financial advisor?

Robert has been in the industry since 1990, about 37 years. Top advisor by experience in Milltown.

What licenses does Robert hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert paid?

Ameriprise Financial Services 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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