Robert F. Eilers

MJP WEALTH ADVISORS

Farmington, CT 06032

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CRD#: 1387882

Professional summary

Robert Frederick Eilers, who also goes by Bob Eilers, Robert Frederick Eilers Jr, Robert Frederick (jr) Eilers, is a registered financial advisor currently at MJP WEALTH ADVISORS located in Farmington, Connecticut and ARETE WEALTH MANAGEMENT, LLC located in Farmington, Connecticut.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Robert has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Eilers | Robert Frederick Eilers Jr | Robert Frederick (jr) Eilers

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) BROWN & BROWN OF CT.INC POSITION: INSURANCE SALES NATURE: CORP INVESTMENT RELATED: YES NUMBER OF HOURS: 150 INVESTMENT RELATED HOURS: 150 START DATE: 06/01/2008 ADDRESS: 55 CAPITAL BLVD, ROCKY HILL CT 06067 DESCRIPTION: SELL HEALTH AND LIFE INSURANCE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Frederick Eilers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 13, 2013 - Present

MJP WEALTH ADVISORS

Office #1: 74 Batterson Park Rd Suite 103, Farmington, CT 06032

RIA

CRD#: 127654

Farmington, CT

Current

March 29, 2018 - Present

ARETE WEALTH MANAGEMENT, LLC

Office #1: 74 Batterson Park Road Suite 103, Farmington, CT 06032

CRD#: 44856

Farmington, CT

Past

January 10, 1991 - April 4, 2018

OSAIC WEALTH, INC.

CRD#: 23131

FARMINGTON, CT

Past

July 23, 1985 - May 30, 1996

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MJP WEALTH ADVISORS

MJP ASSOCIATES, INC. | MJP WEALTH ADVISORS

CRD#: 127654 / SEC#: 801-63389

RIA

Registered Investment Advisory firm - (9/1/2004 Approved)

Connecticut

Registered Investment Advisory firm - (9/1/2004 Terminated)

Massachusetts

Registered Investment Advisory firm - (7/13/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Connecticut
(2/13/2013)

Connecticut
(3/29/2018)

Massachusetts
(3/29/2018)

North Carolina
(3/29/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/27/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/21/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/20/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/12/1998

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MJP WEALTH ADVISORS

MJP ASSOCIATES, INC. | MJP WEALTH ADVISORS

CRD#: 127654 / SEC#: 801-63389

RIA

Registered Investment Advisory firm - (9/1/2004 Approved)

Connecticut

Registered Investment Advisory firm - (9/1/2004 Terminated)

Massachusetts

Registered Investment Advisory firm - (7/13/2007 Terminated)

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Contact information

Main Address

74 Batterson Park Rd Suite 103, Farmington, CT 06032

Mailing Address

Phone number

(860) 677-7755

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MJP FORM ADV BROCHURE 9/2/25 (9/2/2025)

Regulatory assets under management

Total Number of Accounts	2,804
AUM (Assets Under Management)	$ 1,319,055,891

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Robert F. Eilers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Frederick Eilers's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARETE WEALTH MANAGEMENT, LLC

OSAIC WEALTH, INC.

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

MJP WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/27/2012

Series 63

Date: 2/21/1989

SIE

Date: 10/1/2018

Series 7

Date: 7/20/1985

Series 24

Date: 8/12/1998

FINRA

Current Firm

MJP WEALTH ADVISORS

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MJP WEALTH ADVISORS

TRUST BUT VERIFY

Contact information

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