Robert Deiana, financial advisor Marblehead MA

Robert Deiana

CRD Number: 2973634
Current Firm: Lighthouse Financial, LLC

Robert Deiana (CRD# 2973634) is an Investment Advisor Representative working at Lighthouse Financial, LLC in Marblehead, MA and has over 17 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Lighthouse Financial, LLC Marblehead, MA Jul 2021 - Current 2
Tqm Wealth Partners Marblehead, MA Jul 2017 - Sep 2021 4
Edward Jones St Louis, MO Aug 2013 - Jul 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2007
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Robert V. Deiana
Phone Number: (617) 962-5275
Registered State(s):
  • MA
Current Firm Details
Lighthouse Financial, LLC
Firm's CRD Number: 314671
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    247
    ACCOUNTS
  • Average Account Value
    $201,410
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
Types of Clients
Registered States

MA

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