Robert Brandt, financial advisor Newburyport MA
96 score

Robert Brandt

CRD Number: 1920079
Current Firm: Flagship Harbor Advisors, LLC

Robert Brandt (CRD# 1920079) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Newburyport, MA and has over 27 years of experience in the finance industry. Robert Brandt 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.

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Professional Designations
Company Name Location Dates Years
Flagship Harbor Advisors, LLC Newburyport, MA May 2013 - Current 3
Lpl Financial LLC Newburyport, MA May 2013 - Current 3
New England Baptist Hospital Boston, MA Oct 1986 - May 2013 26
Ameriprise Financial Newburyport, MA Jun 1989 - Apr 2013 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1989
Contact Info for Robert A. Brandt
Phone Number: (857) 350-4229
Firm Website: http://www.fentonfg.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    847
    MILLIONS
  • Total Number of Accounts
    6,774
    ACCOUNTS
  • Average Account Value
    $125,107
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, TN, TX, VA, VT, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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