Robert Tirrell (CRD# 5434402) is an Investment Advisor Representative working at Principal Asset Management in East Longmeadow, MA and has over 12 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Funds Distributor | East Longmeadow, MA | Apr 2020 - Current | 4 |
| Voya Investment Management | Windsor, CT | Jun 2014 - Apr 2020 | 5 |
| Voya Investments Distributor, Llc, Formerly Known As Ing Id, LLC | Windsor, CT | Aug 2011 - Apr 2020 | 8 |
| Voya Investment Management Company, Formerly Known As Ing Im Co | New York, NY | Aug 2011 - Apr 2020 | 8 |
| Ing Investment Management | Windsor, CT | Aug 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- MA
-
Total Assets Under Management377,223MILLIONS
-
Total Number of Accounts6,824ACCOUNTS
-
Average Account Value$55,278,865
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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