Robert Greeley (CRD# 7072923) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westwood, MA and has over 4 years of experience in the finance industry.
CRD# 4046712
Stonehearth Capital Management
CRD# 2931470
Scs Capital Management LLC
CRD# 4927658
Claro Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Westwood, MA | Feb 2019 - Current | 5 |
| Usa Hockey | Dover, MA | Dec 2018 - Feb 2019 | < 1 |
| Unemployed | Dover, MA | Sep 2018 - Dec 2018 | < 1 |
| Fidelity Investments | Westwood, MA | Jun 2018 - Sep 2018 | < 1 |
| Cape Cod Baseball League | Cape Cod, MA | May 2017 - Aug 2018 | 1 |
| High Point University Baseball Team | High Point, MA | Sep 2016 - Jun 2018 | 1 |
| High Point University | High Point, NC | Aug 2014 - May 2018 | 3 |
| Cape Cod Baseball League | Cape Cod, MA | Jun 2017 - Aug 2017 | < 1 |
| Harwich Mariners | Harwich, MA | Jun 2016 - Aug 2016 | < 1 |
| Roche Brothers | Needham, MA | Sep 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
- MA
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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