Morgan Stanley
47yrs
Top advisor by experience in Mount Laurel
30yrs
Robert Esterman
Full name on record: Robert Jay Esterman
Financial advisor at Ameriprise Financial Services
Based in Mount Laurel, New Jersey, Robert Esterman is a financial advisor with 30 years of industry experience. Robert has been with Ameriprise Financial Services since 2002. Robert holds the ChFC designation.
At a glance
Experience30 years (since 1997)
How that compares ?Top 17% by experience nationwide
Office3000 Atrium Way Suite 510, Mount Laurel, NJ 08054
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 ?1 state
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.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2002 – nowAmeriprise Financial Services, LLCCurrent firm
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 Ameriprise Financial Services at 612-671-3131 and ask for Robert Esterman. Robert works from the Mount Laurel, NJ office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1997, about 30 years. Top 17% by experience nationwide.
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?
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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