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Robin Kathleen Catanio

Advisor at Ameriprise — Bedminster, NJ Us Highway 206

Updated today

Credentials

Series 66

Experience

21 years

Location

Bedminster, NJ 07921-2642

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,079 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Robin Catanio is a financial advisor with Ameriprise in Flemington, NJ, holding a Series 66 designation and having 21 years of industry experience. His career includes six years at Merrill and multiple roles within Ameriprise since 2018. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support client planning within a large institutional framework that also offers advisory, brokerage, and insurance solutions.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Bedminster, NJ Us Highway 206

1420 Us Highway 206, Ste 130

Bedminster NJ 07921-2642

Advisors at this office

14

Most active in

Alabama · Florida · Mississippi · New Jersey

Work history

21 years of industry experience

Ameriprise

2020 - Present • 6 years

Ft Lauderdale, FL

Ameriprise Financial Services, inc

2018 - 2020 • 2 years

Florham Park, NJ

Merrill

2012 - 2018 • 6 years

Bridgewater, NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Timothy M

CFP®, Series 66

Martinsville, NJ

Condor Capital Wealth Management

Timothy Moran is a CFP® and holds the Series 66 designation, with 11 years of industry experience. He currently works at Condor Capital Wealth Management and has previously held roles at Investors Bank/Citizens, Allied Wealth Partners, Prestige Wealth Management Group, Wells Fargo Bank, PNC Investments LLC, and Edward Jones. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs that include discretionary and non-discretionary portfolio management, financial planning, and specialized services such as pension plan consulting and direct indexing, incorporating advanced tools like AI to support adviser analysis.

Private / alternative investments ESG / Sustainable investing Tax-loss harvesting Income planning
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Christopher C

CFP®, Series 63, Series 66

Florham Park, NJ

Raymond James & Associates

Christopher Conway is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. Prior to this, he worked at Deutsche Bank Securities Inc. from 2014 to 2016. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting with a focus on public finance and municipal work.

General retirement planning General estate planning guidance College savings (529s, UTMA, etc.) General tax planning Wealth management Founder/Business Owner Retired Executive Doctor or Medical Professional Real Estate Professional Young Professionals HENRY (High Earners, Not Rich Yet) Approaching retirement Retired Established Professionals
user avatar

Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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Stephen H

Series 63, Series 65

Madison, NJ

Hanley Capital Management, LLC

Stephen Hanley is the principal and sole advisor at Hanley Capital Management, LLC in Madison, NJ, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Hanley Capital Management since 2009. Hanley Capital Management provides investment advisory and discretionary portfolio management services primarily to individual clients, focusing on ongoing portfolio management with an emphasis on municipal and fixed-income strategies derived from the principal's extensive background as a municipal bond trader.

Passive / index investing
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Michael B

Series 66, Series 65, Series 63

Highland Park, NJ

Aliya Financial

Michael Benklifa is a financial advisor at Aliya Financial with 14 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has previously worked at firms including LPL Enterprise LLC, Better Options LLC, Alight Financial, USAA Financial Advisors, and Mass Mutual Investors Services. Aliya Financial is an independent investment adviser serving individuals, families, trusts, estates, and small business owners. The firm offers integrated financial planning and investment management using both quantitative and qualitative analysis, managing diversified portfolios and options-based income strategies while avoiding uncovered options and margin.

Retirement income strategy Income planning Long-term care insurance Options & derivatives strategies Cash flow / budgeting Retired Founder/Business Owner
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Danny S

Series 65

Scotch Plains, NJ

New Street Advisors Group LLC

Danny Saporu is a Series 65-licensed financial advisor with six years of industry experience. He is the principal of New Street Advisors Group LLC, where he has worked since 2019. Prior to founding the firm, he held positions at Credit Suisse Securities (USA) LLC and was affiliated with the University of Chicago Booth. Outside of his advisory role, he engages in media contributions and venture investing activities. New Street Advisors Group LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes tailored investment strategies supported by written Investment Policy Statements and offers educational seminars and workshops alongside ongoing account reviews.

Real estate investing
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