Robert
Saverine

People'S United Advisors, Inc

CRD#3161596
Investment Advisor
in Bridgeport, CT

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About this Advisor

Robert Saverine is a financial advisor operating in Bridgeport, Connecticut. Saverine is an employee of People'S United Advisors, Inc. Saverine has gained experience at People'S United Advisors, Inc, People'S United Bank, N.A and Key Private Bank. Saverine holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Connecticut. People'S United Advisors, Inc is a registered investment business based out of Bridgeport, CT. The company has offices in 43 locations and a total of 53 financial advisors. It oversees $1 billion in assets under management across its 3,616 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 20 charities and foundations. Of its 3,616 accounts, 25% are associated with high-net-worth clients who have more than $1 million in investable assets. People'S United Advisors, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely depend on which services are offered. However, fees charged by People'S United Advisors, Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

850 Main Street
Bridgeport, CT 06604

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People'S United Advisors, Inc Brokerage Details

Total Assets Under Management

$1,423,734,730

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

53

CT Average: 35
Total Number of Accounts

3,616

CT Average: 690
Average Account Size

$393,732

CT Average: $7,677,358

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 Saverine Work History

Robert has been registered as a financial advisor for 0 years.*

2018 - Present (6 years)

People'S United Advisors, Inc

2018 - Present (6 years)

People'S United Bank, N.A

2011 - 2018 (7 years)

Key Private Bank

*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 Saverine 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 People'S United Advisors, Inc

Jarrod Imatani
Bridgeport, CT
Remus Preda
Bridgeport, CT
Eric Nunez
Bridgeport, CT
Robert Saverine
Bridgeport, CT
Robert Kinnie
Bridgeport, CT
Michelle Buswell
Bridgeport, CT
Ashvin Viswanathan
Bridgeport, CT
Gina Frey
Bridgeport, 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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