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Robert Dunn

Managing Principal, CCO at Private Wealth Management Group in Princeton, NJ

Investment adviser registrationUpdated

Robert Dunn is Managing Principal, CCO of Private Wealth Management Group LLC, an investment adviser managing $613M, and works from its Princeton, NJ office. Robert Dunn has been registered as an investment adviser representative through Private Wealth Management Group since 30 January 2013 and has 24 years in the industry across 2 firms.

24
Years in industry
13
Years at firm
2
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Robert Dunn has been Managing Principal, CCO of Private Wealth Management Group since January 2013, is a control person of the firm and directly owns 75% or more of it.

Private Wealth Management Group LLC is a Princeton, NJ firm with $613M under management, 272 clients and 7 advisers in one office, as of its March 2026 filing.

Robert Dunn’s longest registration is the current one, 13 years at Private Wealth Management Group since 2013. Before joining Private Wealth Management Group in 2013, Robert Dunn was registered through Private Wealth Management Group Inc.

  1. Novi Wealth PartnersCurrent
    – present · 13 years
    Princeton, NJ · Adviser representative · Firm CRD 166539
  2. Private Wealth Management Group Inc
    – · 11 years
    Princeton, NJ · Adviser representative · Firm CRD 108971

Credentials and registrations

Investment adviser representative registrations

Robert Dunn is registered as an investment adviser representative in 2 states. The first approvals date from January 2013; the most recent is Texas, in April 2020.

  • New JerseySince 30 January 2013
  • TexasSince 13 April 2020

Examinations

No examinations are on Robert Dunn’s record.

Key facts

Full name
Robert B Dunn
CRD
4377140
Firm
Private Wealth Management Group · CRD 166539
Role
Managing Principal, CCO
Office
512 EXECUTIVE DRIVE, Princeton, NJ 08540
Registration
Investment adviser registration
In the industry since
June 2002
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Robert Dunn work?

Robert Dunn has been Managing Principal, CCO of Private Wealth Management Group LLC since January 2013, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 25 March 2026

Is Robert Dunn a financial advisor?

Yes. Robert Dunn has a current investment-adviser registration in New Jersey and Texas, through Private Wealth Management Group since January 2013.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Robert Dunn have?

Robert Dunn has 24 years in the financial industry, since June 2002, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

Where is Robert Dunn based?

Robert Dunn’s registered office is in Princeton, NJ.

Source: IAPD individual record, checked 22 October 2026

Is Robert Dunn registered with FINRA?

No. Robert Dunn has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Robert Dunn’s record?

Search CRD 4377140 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Dunn’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Private Wealth Management Group

Sources

  1. IAPD individual record, CRD 4377140, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Private Wealth Management Group LLC, filed 25 March 2026. Title, control and ownership bands.
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