Robert Blanchard, financial advisor New Haven CT
93 score

Robert Blanchard

CRD Number: 1950624
Current Firm: Western Wealth Management LLC

Robert Blanchard (CRD# 1950624) is an Investment Advisor Representative working at Western Wealth Management LLC in New Haven, CT and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Western Wealth Management LLC New Haven, CT Jun 2016 - Current 1
Lpl Financial, LLC New Haven, CT Feb 2016 - Current 2
Western Wealth Management LLC New Haven, CT Feb 2016 - Jun 2016 < 1
Morgan Stanley New Haven, CT Feb 2016 - Jun 2016 < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Feb 2016 1
Morgan Stanley Smith Barney New Haven, CT Jun 2009 - Feb 2016 6
Morgan Stanley New Haven, CT Sep 2008 - Feb 2016 7
Painewebber Incorporated New Haven, CT May 1993 - Sep 2008 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
S65 NASAA Investment Advisors Law Examination Oct 1995
Contact Info for Robert B. Blanchard
Phone Number: 719-694-5195
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,008
    MILLIONS
  • Total Number of Accounts
    5,152
    ACCOUNTS
  • Average Account Value
    $195,697
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, HI, IL, KS, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, VT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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