Robert
Barucci
Assetmark, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Robert Barucci is a financial advisor based out of Needham, Massachusetts, who has 1 year of industry experience. Barucci works at Assetmark, Inc. Barucci has gained experience at State Street Global Advisors, State Street Global Advisors Funds Distributors LLC, State Street Global Advisors Trust Company, Assetmark Financial, Inc and Assetmark Brokerage, LLC. Barucci holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to serve investors in Massachusetts. Assetmark, Inc is a financial advisory firm based in Concord, CA. The firm has offices in four locations and a total of 752 advisors. It manages $55 billion in assets under management across its 344,691 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 1,151 charities and foundations. Of its 344,691 client accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets. Assetmark, Inc has a broad range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services and selection of other advisers. Fees for financial advisory services usually vary depending on the type of services offered. Fees charged by Assetmark, Inc likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Assetmark, Inc Brokerage Details
$55,215,464,971
752
344,691
$160,188
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pension consulting services
- Selection of other advisers
Robert Barucci Work History
Robert has been registered as a financial advisor for 1 years.*
Assetmark Financial, Inc
Assetmark Brokerage, LLC
State Street Global Advisors Trust Company
State Street Global Advisors Funds Distributors LLC
State Street Global Advisors
*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 Barucci 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 Assetmark, Inc
Concord, CA
Plymouth, MA
Concord, CA
Sarasota, FL
Phoenix, AZ
Concord, CA
Concord, CA
Concord, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
