Robert AndreolaCRD Number: 1924032
Current Firm: Financial Engines Advisors LLC
Robert Andreola (CRD# 1924032) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Foxboro, MA and has over 33 years of experience in the finance industry. Robert Andreola 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Financial Engines Advisors LLC||Sunnyvale, CA||Nov 2018 - Current||4|
|Teachers Driving Academy||Hopkinton, MA||May 2009 - Current||13|
|Edelman Financial Services, LLC||Fairfax, VA||May 2016 - Nov 2018||2|
|Ef Legacy Securities, LLC||Henrico, VA||May 2016 - Oct 2018||2|
|Charles Schwab & Company, Inc.||Boston, MA||Sep 2011 - Apr 2016||4|
|Charles Schwab Bank||Boston, MA||Sep 2011 - Apr 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1989|
|S66||NASAA Uniform Combined State Law Examination||Jun 2016|
Total Assets Under Management290,355MILLIONS
Total Number of Accounts1,586,142ACCOUNTS
Average Account Value$183,057
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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