Benjamin Robinot (CRD# 6781130) is an Investment Advisor Representative working at 360 Advisory in Chestnut Hill, MA and has over 7 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 360 Advisory LLC | Boston, MA | May 2016 - Current | 8 |
| Homemaking | Brookline, MA | Sep 2015 - May 2016 | < 1 |
| Raw Stone Investment Ltd | London, | Nov 2012 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- MA
- TX
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts32ACCOUNTS
-
Average Account Value$468,750
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
- Publication of periodicals or newsletters
MA, TX
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