Robert Auclair, financial advisor East Greenwich RI

Robert Auclair

CRD Number: 2999541
Current Firm: Balanced Wealth Management, LLC
Robert Auclair (CRD# 2999541) is an Investment Advisor Representative working at Balanced Wealth Management, LLC in East Greenwich, RI and has over 18 years of experience in the finance industry. Robert Auclair has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Balanced Wealth Management, LLC East Greenwich, RI Feb 2015 - Current 9
Randall Financial Group, LLC Providence, RI Nov 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Oct 2005
Contact Info for Robert N. Auclair
By the Numbers
  • Total Assets Under Management
    82
    MILLIONS
  • Total Number of Accounts
    381
    ACCOUNTS
  • Average Account Value
    $214,395
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MA, RI

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