Robert Bancroft, financial advisor Westport MA

Robert Bancroft

CRD Number: 7077000
Current Firm: Innovation Partners LLC

Robert Bancroft (CRD# 7077000) is an Investment Advisor Representative working at Innovation Partners LLC in Westport, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Innovation Partners, LLC Charlotte, NC Jun 2019 - Current 3
Mt Pleasant Realty Corp Marlon, MA Nov 2005 - Current 17
Ashley Ford Sales New Bedford, MA Apr 1975 - Apr 2018 43
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Robert S. Bancroft
Phone Number: 704-708-5461
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $134,904
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

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