R. B. Morin & Associates, LLC

R. B. Morin & Associates, LLC (CRD# 128969) is a financial advisory firm headquartered in Leominster, MA. They manage $7,200,000 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at R. B. Morin & Associates, LLC
Showing 1 - 1 of 1 top financial advisors.
Roland B. Morin
CRD#: 1076532
54 Main Street, Suite 102, Leominster, MA 01453

Roland Morin (CRD# 1076532) is an Investment Advisor Representative working at R. B. Morin & Associates, LLC in Leominster, MA and has over 33 years of experience in the finance industry.

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