Robert Abendroth (CRD# 6401139) is an Investment Advisor Representative working at Eagle Strategies LLC in Waltham, MA and has over 9 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 6319566
Artemis Financial Advisors
CRD# 6794724
Arch Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| True North Financial Partners, LLC | Waltham, MA | Aug 2017 - Current | 6 |
| Eagle Strategies LLC | Waltham, MA | Feb 2016 - Current | 7 |
| Nylife Securities LLC | Waltham, MA | Oct 2014 - Current | 9 |
| New York Life Insurance Company | Waltham, MA | Sep 2014 - Current | 9 |
| Abendroth, Berns & Warner LLC | Wellesley, MA | Jan 2014 - Jan 2016 | 2 |
| Unemployed | Boston, MA | Aug 2014 - Sep 2014 | < 1 |
| Eaton Vance | Boston, MA | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- MA
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Total Assets Under Management16,667MILLIONS
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Total Number of Accounts87,580ACCOUNTS
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Average Account Value$190,309
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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