Robyn Samuels, financial advisor Bedford MA
93 score

Robyn Samuels

CRD Number: 4507006
Current Firm: Commonwealth Financial Network

Robyn Samuels (CRD# 4507006) is an Investment Advisor Representative working at Commonwealth Financial Network in Bedford, MA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Apr 2014 - Current 2
Alliance Financial Services, Inc. Bedford, MA Apr 2014 - Current 2
Sii Investments, Inc. Milford, MA Jun 2007 - Apr 2014 6
Legacy Financial Services Inc. Petaluma, CA Feb 2007 - Jun 2007 < 1
Legacy Advisory Services Petaluma, CA Apr 2004 - Jun 2007 3
New England Securities Boston, MA Oct 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Apr 2004
Contact Info for Robyn F. Samuels
Phone Number: 781-736-0700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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