Robert
Hammond

Hammond Iles Wealth Advisors

CRD#4019419
Investment Advisor
in Wethersfield, CT

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About this Advisor

Robert Hammond is a certified financial planner operating in Wethersfield, Connecticut with 18 years of relevant experience. Hammond is on the advisory team at Hammond Iles Wealth Advisors. Their career trajectory has included roles at Securities Service Network, Inc, Kelly Financial Group, LLC Dba Hammond Iles Wealth Advisors, Ceros Financial Services, Inc and Purshe Kaplan Sterling Investments. Hammond holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Connecticut, Texas and Virginia. Hammond Iles Wealth Advisors is a company based in Wethersfield, CT. The company has offices in three locations and a total of 11 employees. It oversees $82 million in assets among its 482 customer accounts, making it one of the smaller financial advisory firms in the United States by assets under management. The firm provides services to three charitable organizations. Of its 482 client accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in investable assets. Hammond Iles Wealth Advisors provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules typically vary depending on the type of financial services offered. Fee types charged by Hammond Iles Wealth Advisors likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

100 Great Meadow Road Suite 701
Wethersfield, CT 06109

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Hammond Iles Wealth Advisors Brokerage Details

Total Assets Under Management

$82,142,674

CT Average: $5,297,377,271
Total Number of Employees

11

CT Average: 35
Total Number of Accounts

482

CT Average: 690
Average Account Size

$170,420

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Robert Hammond Work History

Robert has been registered as a financial advisor for 18 years.*

2022 - Present (2 years)

Purshe Kaplan Sterling Investments

2000 - Present (24 years)

Kelly Financial Group, LLC Dba Hammond Iles Wealth Advisors

2016 - 2022 (6 years)

Ceros Financial Services, Inc

2000 - 2016 (16 years)

Securities Service Network, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Hammond 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 Hammond Iles Wealth Advisors

Kevin Iles
Wethersfield, CT
Scott Solod
Burlington, VT
Scott Iles
Wethersfield, CT
Robert Hammond
Wethersfield, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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