Robert BortnickCRD Number: 1335428
Current Firm: Ci Private Wealth
Robert Bortnick (CRD# 1335428) is an Investment Advisor Representative working at Ci Private Wealth in Boston, MA and has over 35 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Ci Eaton Private Wealth||Boston, MA||Oct 2022 - Current||< 1|
|Eaton Vance Wateroak Advisors||Boston, MA||Aug 2005 - Oct 2022||17|
|Eaton Vance Management||Boston, MA||Oct 1993 - Oct 2022||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1988|
|S65||NASAA Investment Advisors Law Examination||Nov 1995|
Total Assets Under Management94,617MILLIONS
Total Number of Accounts79,738ACCOUNTS
Average Account Value$1,186,599
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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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