Robert
Black
Beirne
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About this Advisor
Robert Black is a financial advisor based in Shelton, Connecticut, working with Beirne. Robert has previously held positions at Jpmorgan Chase Bank N.A, State Farm, Union Savings Bank, Yankee Wine And Spirits, Jpmorgan Securities LLC, First Republic Bank, Non-Registered, Wells Fargo Private Bank, and Beirne. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut and Pennsylvania. Currently, Robert is part of Beirne, which operates out of Shelton, Connecticut. The firm has 1 office and 10 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Beirne includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beirne Brokerage Details
$1,135,235,910
10
1,136
$999,327
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Robert Black Work History
Beirne
Non-Registered
Non-Registered
Wells Fargo Private Bank
First Republic Bank
Jpmorgan Securities LLC
Jpmorgan Chase Bank N.A
State Farm
Union Savings Bank
Yankee Wine And Spirits
Disclosures
Please visit the SEC profile of Robert Black to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beirne
Shelton, CT
Shelton, CT
Shelton, CT
Shelton, CT
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