Robert Chestnut, financial advisor Buzzards Bay MA

Robert Chestnut

CRD Number: 2301744
Current Firm: Diversified, LLC

Robert Chestnut (CRD# 2301744) is an Investment Advisor Representative working at Diversified, LLC in Buzzards Bay, MA and has over 31 years of experience in the finance industry.

Similar Advisors
Stephen Adams, financial advisor Buzzards Bay MA
Stephen A. Adams
CRD# 4676913
Ameriprise Financial Services, LLC
Similar Advisors
Kevin Alcaro, financial advisor Buzzards Bay MA
Kevin J. Alcaro
CRD# 2010717
Lpl Financial LLC
Similar Advisors
Mark Alexander, financial advisor Buzzards Bay MA
Mark S. Alexander
CRD# 2677359
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Diversified, LLC Buzzards Bay, MA Aug 2022 - Current 1
La Salle St. Securities, Inc. Buzzards Bay, MA Jan 1999 - Aug 2022 23
Hero Financial Advisors Inc. Boston, MA Sep 1992 - Aug 2022 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1992
S65 NASAA Investment Advisors Law Examination Dec 1994
Contact Info for Robert L. Chestnut
Phone Number: 302-765-3500
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,554
    MILLIONS
  • Total Number of Accounts
    4,562
    ACCOUNTS
  • Average Account Value
    $340,591
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, AZ, CA, CT, DE, FL, GA, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Robert Chestnut and other advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.