Robert Doherty (CRD# 5534512) is an Investment Advisor Representative working at Eagle Strategies LLC in Burlington, MA and has over 15 years of experience in the finance industry. Robert Doherty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Waltham, MA | Jul 2013 - Current | 10 |
| Harding Financial And Insurance | Waltham, MA | Jul 2013 - Current | 10 |
| Nylife Securities LLC | Waltham, MA | May 2008 - Current | 15 |
| New York Life Insurance Company | Waltham, MA | May 2008 - Current | 15 |
| Johnson & Wales University | Providence, RI | Aug 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- MA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
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