Robert Joseph Berlinski
Investment adviser representative at Adviceone Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
$2BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Adviceone Advisory Services, LLCSep 2014 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CT).
Adviceone Advisory Services, LLC
$2BAssets managed
1,449Clients
13Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6399372
- Firm CRD
- 111614