Robert Misenor, financial advisor Providence RI
93 score

Robert Misenor

CRD Number: 1275132
Current Firm: Sagepoint Financial, Inc.

Robert Misenor (CRD# 1275132) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Providence, RI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial, Inc. Providence, RI Jan 2009 - Current 7
Us Government Opm Boston, MA Sep 1983 - Current 33
Aig Financial Advisors, Inc. Phoenix, AZ Nov 2005 - Jan 2009 3
Us Army Reserve Devens, MA Jan 1982 - Nov 2006 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Robert A. Misenor
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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