Robert AbbottCRD 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.
Advanced Portfolio Design, LLC
Commonwealth Financial Network
|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|
Total Assets Under Management14,671MILLIONS
Total Number of Accounts53,005ACCOUNTS
Average Account Value$276,786
- 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
- 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
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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