Wells Fargo Advisors
46yrs
Top advisor by experience in Warren
45yrs
Robert Goss is a fiduciary financial advisor in Warren, New Jersey, with 45 years in the industry. Robert joined UBS Financial Services in 2010, after a year at Morgan Stanley and three years at Citigroup Global Markets. UBS 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 191 advisors with offices in Warren, and one of 166 fiduciaries.
At a glance
Experience45 years (since 1982)
How that compares ?Top 1% by experience in New Jersey
Office184 Liberty Corner Road Suite 101, Warren, NJ 07059
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
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.
Career
- 2010 – nowUBS Financial Services Inc.Current firm
- Jun 2009 – Aug 2010Morgan StanleyPreviously
- 2006 – 2009Citigroup Global Markets Inc.Previously
- Jan 2005 – Feb 2006Legg Mason Wood Walker, IncorporatedPreviously
Contact Robert
Local office(908) 470-6258Ask for Robert. (201) 352-3000Main office · Weehawken, NJ 184 Liberty Corner Road Suite 101Warren, NJ 07059Office · Get directions LinkedIn pageUBS Financial Services
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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 Robert’s local office at (908) 470-6258 or the UBS Financial Services main office at (201) 352-3000, and ask for Robert Goss.
How long has Robert been a financial advisor?
Robert has been in the industry since 1982, about 45 years. Top 1% by experience in New Jersey.
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?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other 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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