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Robert B Dunn

Investment Adviser Representative at NOVI WEALTH PARTNERS

Princeton, NJCRD #4377140Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
2 states

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
New JerseyTexas

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Investment Management1.25%
Source

NOVI Wealth Partners Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NOVI WEALTH PARTNERSCurrent
1/30/2013Princeton, NJ
PRIVATE WEALTH MANAGEMENT GROUP INC
6/25/20027/8/2013Princeton, NJ

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at NOVI WEALTH PARTNERS

6 other advisors in the directory

View NOVI WEALTH PARTNERS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert B Dunn has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Robert B Dunn - Financial Advisor in Princeton, NJ | AdvisorFinder