Robert Abbott, financial advisor Wellesley MA

Robert Abbott

CRD Number: 2383686
Current Firm: Axa Advisors, LLC

Robert Abbott (CRD# 2383686) is an Investment Advisor Representative working at Axa Advisors, LLC in Wellesley, MA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY Aug 2018 - Current 1
Unemployed Wellesley, MA Jul 2018 - Aug 2018 < 1
Tiaa Cambridge, MA Sep 2015 - Jul 2018 2
Tiaa-cref Individual & Institutional Services, LLC Cambridge, MA Sep 2015 - Jul 2018 2
Eagle Strategies LLC Waltham, MA Nov 2014 - Sep 2015 < 1
Nylife Securities LLC Waltham, MA Sep 2014 - Sep 2015 1
New York Life Insurance Company Waltham, MA Sep 2014 - Sep 2015 1
Unemployed Wellesley, MA Oct 2013 - Sep 2014 < 1
Ifocusfinancial Mclean, VA May 2013 - Sep 2013 < 1
Unemployed Wellesley, MA Mar 2013 - Apr 2013 < 1
Fidelity Investments Boston, MA Jul 1993 - Mar 2013 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S65 NASAA Investment Advisors Law Examination Apr 1997
Contact Info for Robert G. Abbott
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    14,671
    MILLIONS
  • Total Number of Accounts
    53,005
    ACCOUNTS
  • Average Account Value
    $276,786
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
  • 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, 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, WY

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

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