Colin Robichaud (CRD# 5905038) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 4 years of experience in the finance industry.
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
CRD# 3090482
Woodstock Corporation
Score
102
CRD# 2513892
Advanced Portfolio Design, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Putnam Investments | Andover, MA | Sep 2013 - Current | 3 |
| Unemployed | Boston, MA | May 2013 - Sep 2013 | < 1 |
| Morgan Stanley Smith Barney | Boston, MA | Jun 2012 - May 2013 | < 1 |
| University Of Vermont | Burlington, VT | Aug 2011 - May 2012 | < 1 |
| Morgan Stanley Smith Barney | Boston, ME | Jun 2011 - Aug 2011 | < 1 |
| Northwestern Mutual | Colchester, VT | Mar 2010 - May 2011 | 1 |
| South Pleasant Street Development | Hingham, MA | May 2007 - May 2011 | 4 |
| Marine Detailing | Hingham, MA | Jan 2002 - May 2007 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- MA
-
Total Assets Under Management98,334MILLIONS
-
Total Number of Accounts169ACCOUNTS
-
Average Account Value$581,858,468
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
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, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.