Robert CullyCRD Number: 1423747
Current Firm: Winslow, Evans & Crocker, Inc.
Robert Cully (CRD# 1423747) is an Investment Advisor Representative working at Winslow, Evans & Crocker, Inc. in Braintree, MA and has over 32 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|Winslow, Evans & Crocker, Inc.||Boston, MA||Jan 2011 - Current||7|
|Leerink Swann LLC||Boston, MA||Mar 2009 - Jan 2011||1|
|Rbc Capital Markets Corporation||Wellesley Hills, MA||Mar 2008 - Mar 2009||1|
|Rbc Dain Rauscher||Boston, MA||Aug 2005 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1985|
|S66||NASAA Uniform Combined State Law Examination||Apr 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management597MILLIONS
Total Number of Accounts1,998ACCOUNTS
Average Account Value$298,614
- 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
- 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
AR, CA, CO, CT, DC, FL, GA, HI, IL, IN, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SD, TN, TX, VA, VT, WA, WI
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