Robert Holzbach (CRD# 4726566) is an Investment Advisor Representative working at Aeolus Financial in Winthrop, MA and has over 21 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| H & R Block | Malden, MA | Nov 2002 - Current | 21 |
| Al Wroblewski, Cfp | Cambridge, MA | Jul 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2002 |
- MA
-
Total Assets Under Management27MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$3,857,143
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
MA
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