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Advisors / New Jersey / Florham Park
4yrs

Robert Perrone

Financial advisor at Merrill

Based in Florham Park, New Jersey, Robert Perrone is a fiduciary financial advisor with 4 years of industry experience. Robert has been with Merrill since 2022. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.

One of 594 advisors with offices in Florham Park, and one of 556 fiduciaries.

Florham Park, NJ 07932Fiduciary advisor
Call MerrillDirections

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
Office100 Campus Dr, Florham Park, NJ 07932
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state

Services through Merrill

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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 66Uniform Combined State Law Examination

Career

  1. 2022 – now
    MerrillCurrent firm

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Robert

How do I contact Robert?

Call Merrill at (800) 637-7455 and ask for Robert Perrone. Robert works from the Florham Park, NJ office.

How long has Robert been a financial advisor?

Robert has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does Robert hold?

Series 66. 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?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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