Robert Skloff (CRD# 4480570) is an Investment Advisor Representative working at Silver Pine Capital, LLC in Medfield, MA and has over 22 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silver Pine Capital, LLC | Wilton, CT | Jan 2010 - Current | 14 |
| Beck Bode Wealth Management, LLC | Dedham, MA | Apr 2016 - Apr 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
- CT
- MA
- NH
-
Total Assets Under Management44MILLIONS
-
Total Number of Accounts145ACCOUNTS
-
Average Account Value$304,138
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CT, MA, NH
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