Waddell & Reed

Investment Advisor
in Woburn, MA

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About this Advisor

Rob Rigsby is a financial advisor based out of Woburn, Massachusetts, with 10 years of experience as a financial advisor. Rigsby is on the advisory team at Waddell & Reed. Over the course of their career, Rigsby has held roles at Merrill Lynch Pierce, Fenner & Smith, Inc, Morgan Stanley Smith Barney, Bank Of America, N.A, Mass Mutual Insurance, Wells Fargo Advisors LLC, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies and Wtpk, LLC. Rigsby holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California, Connecticut, Florida, Maine, Michigan, Nevada, New Hampshire, North Carolina, South Carolina, South Dakota, Texas, Virginia, Washington and West Virginia. Waddell & Reed is a company headquartered in Woburn, Massachusetts. The company has offices in 357 locations and a total of 1,700 advisors. It handles $21 billion in assets across its 169,956 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 116 charities and foundations. Of its 169,956 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. Waddell & Reed has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice usually are based on which services are offered. However, fees charged by Waddell & Reed most likely include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees



Office Location

300 Tradecenter Suite 1500
Woburn, MA 01801

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Waddell & Reed Brokerage Details

Total Assets Under Management


MA Average: $2,243,162,756
Total Number of Employees


MA Average: 44
Total Number of Accounts


MA Average: 4,091
Average Account Size


MA Average: $548,316

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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
  • Educational seminars/workshops

Rob Rigsby Work History

Rob has 11 years of experience.

2016 - Present (4 years)

Waddell & Reed, Inc

2016 - Present (4 years)

Various Insurance Carriers For W&R Insurance Agencies

2016 - Present (4 years)

Wtpk, LLC

2013 - 2015 (2 years)

Wells Fargo Advisors LLC

2012 - 2013 (1 year)

Mass Mutual Insurance

2011 - 2012 (1 year)

Merrill Lynch Pierce, Fenner & Smith, Inc

2011 - 2012 (1 year)

Bank Of America, N.A

2010 - 2011 (1 year)

Morgan Stanley Smith Barney


Rob Rigsby has no disclosures.

Please visit their SEC profile for more details.

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Nicole Burdick
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Kara Jett
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Timothy Dugger
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Jay Sellami
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Paul Foley
San Antonio, TX
Jonathan Graham
Minneapolis, MN
Lucas Van Zandt
Hamden, CT

This content was compiled from the SEC and FINRA.

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