Robert Shuman (CRD# 7351919) is an Investment Advisor Representative working at Encore Investment Advisors, LLC in Canton, MA and has 1 year of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Encore Investment Advisors, LLC | Rockland, MA | Jun 2021 - Current | 2 |
| Civic Financial Services | Boston, MA | Mar 2021 - Jun 2021 | < 1 |
| Northwestern Mutual Investment Services, LLC | Boston, MA | Mar 2021 - Jun 2021 | < 1 |
| Butterfield Asset Management | Hamilton, | Feb 2015 - Mar 2021 | 6 |
| Scs Financial Services, LLC | Boston, MA | Dec 2013 - Feb 2015 | 1 |
- MA
- TX
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts53ACCOUNTS
-
Average Account Value$378,747
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, TX
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