Robert Sorge, MBA, CRPC®, AIF® is a Partner at Main Street Wealth Management, LLC, based in Bedminster, NJ. He provides financial planning and investment advisory services to entrepreneurs, families and successful individuals.
Robert has over 25 years of experience in financial services. He was the founder of ClearViewInvestment Partners before joining the team at Main Street Wealth Management. He was a Vice President at Morgan Stanley Smith Barney for seven years where he led a team providing financial and retirement advisory services to private clients. Prior to that role, he held senior business development positions at a private technology research firm and ThomsonReuters where he worked with financial professionals nationwide providing customized investment solutions for private clients. Robert also spent eight years with Prudential Financial in the mutual funds strategy and planning division and corporate finance.
Outside of the office, Robert enjoys spending time with his family. He can often be found toting his three daughters to and from dance class and watching performances with his wife, Michelle. An avid sports enthusiast, Robert enjoys attending games and events anytime he gets a chance.
Professional Designations/ Licenses: Robert holds a Series 7, 66, and 24 securities registrations through LPL Financial and Life and Health insurance licenses. Robert is an Accredited Investment Fiduciary® (AIF®) and a Chartered Retirement Planning Counselor℠ (CRPC®). Robert earned an MBA in Finance from Fordham University and B.S. in Business Management and Political Science from Moravian College.
Education: MBA in Finance from Fordham University and B.S. in Business Management and Political Science from Moravian College.
Private Advisor ADV Part 2B