Robert Thompson, financial advisor Simsbury CT

Robert Thompson

CRD Number: 446052
Current Firm: Sage Financial Design, Inc.

Robert Thompson (CRD# 446052) is an Investment Advisor Representative working at Sage Financial Design, Inc. in Simsbury, CT and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Sage Financial Design, Inc. Simbury, CT Apr 1987 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1986
S65 NASAA Investment Advisors Law Examination Dec 1999
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 Robert S. Thompson
Phone Number: 860-658-0443
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    107
    MILLIONS
  • Total Number of Accounts
    408
    ACCOUNTS
  • Average Account Value
    $261,029
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
  • Other
Types of Clients
Registered States

CT

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