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RIA / WealthAdvisorChartered Financial Analyst36 years in industry

ROBERT JOSEPH VOCCOLA

Advisor at INVESTMENT PARTNERS ASSET MANAGEMENT

METUCHEN, NJ

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Search this name across graphsid dfx:ria:1b93fcb0-2a6a-2d62-2e60-0979d8438770

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 31, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INVESTMENT PARTNERS ASSET MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 6, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63|S65
First exam: Jun 6, 1990
First registration: Mar 31, 2010
Dual registered: no
Other names: ROBERT J VOCCOLA
IAPD individual key: 455215

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INVESTMENT PARTNERS ASSET MANAGEMENT	Independent wealth	Nov 23, 2021	n/a	yes	METUCHEN, NJ	Current employment
INVESTMENT PARTNERS ASSET MANAGEMENT	Independent wealth	Jul 15, 2020	Sep 20, 2021	no	METUCHEN, NJ	Previous registration
TRADITION ASSET MANAGEMENT LLC	Former SEC adviser	Jul 23, 2019	Jul 10, 2020	no	Summit, NJ	Previous registration
MDX WEALTH MANAGEMENT	State registered	Nov 24, 2014	Jan 2, 2019	no	UPPER MONTCLAIR, NJ\|SUGARLAND, TX	Previous registration
RJV ASSET MANAGEMENT, LLC	n/a	Mar 31, 2010	May 20, 2010	no	n/a	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRADITION ASSET MANAGEMENT LLC	INVESTMENT PARTNERS ASSET MANAGEMENT	Jul 10, 2020	Jul 15, 2020	5	Firm change	RIA to RIA
MDX WEALTH MANAGEMENT	TRADITION ASSET MANAGEMENT LLC	Jan 2, 2019	Jul 23, 2019	202	Firm change	Other
RJV ASSET MANAGEMENT, LLC	MDX WEALTH MANAGEMENT	May 20, 2010	Nov 24, 2014	1,649	Firm change after gap	Other

Relationships

Registered with (4)

→ INVESTMENT PARTNERS ASSET MANAGEMENTRegistered adviserregistration: previous registration
Jul 15, 2020 to Sep 20, 2021factForm ADV
→ TRADITION ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jul 23, 2019 to Jul 10, 2020factForm ADV
→ MDX WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 24, 2014 to Jan 2, 2019factForm ADV
→ RJV ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 31, 2010 to May 20, 2010factForm ADV

Dated events

No dated event names this entity yet.