Richard
Robb

Commonwealth Financial Network

CRD#1539520
Investment Advisor
in Peabody, MA

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About this Advisor

Richard Robb is a certified financial planner based out of Peabody, Massachusetts, with 28 years in the industry. Robb is an advisor for Commonwealth Financial Network. Throughout their career, Robb has worked at Commonwealth Equity Services, Inc and Capital Management Partners. Robb has a Series 63 license, certifying them as a securities agent, and is approved to advise clients in Massachusetts. Commonwealth Financial Network is a registered investment business operating in Peabody, Massachusetts. The company has offices in 1,090 locations and a total of 3,200 employees. It administers $81 billion in total assets between its 335,560 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 223 charities and foundations. Of its 335,560 client accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets. The company has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees usually vary depending on which service is offered. However, fee types charged by Commonwealth Financial Network most likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

28 years

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

100 Corporate Place Suites 304 and 306
Peabody, MA 01960

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

MA Average: $16,012,751,954
Total Number of Employees

3,350

MA Average: 118
Total Number of Accounts

388,288

MA Average: 4,567
Average Account Size

$219,462

MA Average: $3,506,186

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Richard Robb Work History

Richard has 28 years of experience.

1996 - Present (23 years)

Capital Management Partners

1990 - Present (29 years)

Commonwealth Equity Services, Inc

Disclosures

Richard Robb has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Michael Ball
Overland Park, KS
Alisha Butterfield
Rapid City, SD
Brandon Luke
Kahului, HI
Kyle Hagan-Collins
Warwick, RI
Alexander Bartholomew
Worcester, MA
Thomas Muscato
Pittsford, NY
Brooke Fleming
Westborough, MA
Brent Caswell
Overland Park, KS

This content was compiled from the SEC and FINRA.

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