Basking Ridge, NJ Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

3

Of 16,976 advisors across 1,872 offices

Location

Basking Ridge NJ

Advisors at this office

3

Advisors at this office

Robert B

Series 66

Basking Ridge, NJ

Fidelity

Rob Budziszewski is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2022. He leads a team of financial professionals focused on aligning with clients' evolving needs, collaborating to provide clarity and assist in developing personalized, goal-based financial plans. His approach aims to inspire clients to achieve peace of mind and fulfillment through their financial goals and dreams. Rob has held several positions within Fidelity Investments, including Assistant Branch Leader and Planning Consultant in 2021 and 2022. Prior to joining Fidelity, he worked at Hennion & Walsh, Inc. from 2008 to 2021, serving as Associate Vice President and Investment Associate Supervisor. Outside of his professional responsibilities, Rob enjoys family activities, golf, music, pets, skiing, and traveling.

Wealth management General retirement planning Income planning Retirement income strategy Cash flow / budgeting
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Jennifer F

Series 63, Series 65

Basking Ridge, NJ

Fidelity

Jennifer Fernandez is a financial advisor at Fidelity with seven years of industry experience. She has worked at several notable firms including JPMorgan Chase Bank, Merrill, Bank of America, and Prudential before joining Fidelity. In addition to her advisory role, she is the managing member of Koala Kids Wear LLC, an online retail business specializing in children's clothing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base through discretionary portfolio management, fund advisory, and model portfolio services.

Charitable giving & philanthropy Active portfolio management
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Robert G

Series 63, Series 66

Basking Ridge, NJ

Fidelity

Robert Griener is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Transamerica Financial Advisors, World Financial Group, and Celadon Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and use of AI-driven research methodologies.

Charitable giving & philanthropy Active portfolio management
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