Robin Taft, financial advisor Johnston RI

Robin Taft

CRD Number: 6198719
Current Firm: Citizens Investment Services

Robin Taft (CRD# 6198719) is an Investment Advisor Representative working at Citizens Investment Services in Johnston, RI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Bank Johnston, RI Nov 2020 - Current < 1
Citizens Bank Westwood, MA Nov 2020 - Current < 1
Citizens Securities Inc. East Providence, RI Dec 2017 - Nov 2020 2
Citizens Bank East Providence, RI Dec 2017 - Nov 2020 2
Cco Investment Services East Providence, RI Apr 2013 - Dec 2017 4
Citizens Bank Cranston, RI Dec 2007 - Apr 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S66 NASAA Uniform Combined State Law Examination Jul 2020
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robin M. Taft
Phone Number: 1-800-942-8300
Registered State(s):
  • CT
  • DE
  • FL
  • MI
  • NH
  • NJ
  • OH
  • PA
  • RI
  • VT
By the Numbers
  • Total Assets Under Management
    5,342
    MILLIONS
  • Total Number of Accounts
    35,056
    ACCOUNTS
  • Average Account Value
    $152,373
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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