Robert Bailow (CRD# 2331108) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 29 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Jhpfs | Boston, MA | Aug 2016 - Current | 7 |
John Hancock | Boston, MA | Mar 2015 - Jul 2016 | 1 |
John Hancock Distributors LLC | Boston, MA | Mar 2015 - Apr 2015 | < 1 |
Nylife Distributors LLC | Parsippany, NJ | Jun 2004 - Apr 2015 | 10 |
New York Life Investment Management LLC | Parsippany, NJ | Jun 2004 - Apr 2015 | 10 |
New York Life Benefit Services | Norwood, MA | Aug 1999 - Apr 2015 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1994 |
S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- MA
-
Total Assets Under Management1,852MILLIONS
-
Total Number of Accounts27,727ACCOUNTS
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Average Account Value$66,777
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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, WY
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