Robert
Manschot

Commons Capital, LLC

CRD#2850270
Investment Advisor
in Needham Heights, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Manschot is a financial advisor based in Needham Heights, Massachusetts, working with Commons Capital, LLC. Robert has previously held positions at Commons Capital Advisors, LLC and Cramer Rosenthal Mcglynn. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Robert is part of Commons Capital, LLC, which operates out of Needham Heights, Massachusetts. The firm has 1 office and 4 employees. The firm manages assets totaling $173.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Commons Capital, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

254 Second Avenue Suite 130
Needham Heights, MA 02494

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.

Commons Capital, LLC Brokerage Details

Total Assets Under Management

$173,420,262

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

4

MA Average: 118
Total Number of Accounts

487

MA Average: 4,567
Average Account Size

$356,099

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Robert Manschot Work History

2016 - Present (8 years)

Commons Capital Advisors, LLC

2002 - 2016 (14 years)

Cramer Rosenthal Mcglynn

Disclosures

Please visit the SEC profile of Robert Manschot 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 Commons Capital, LLC

Rose Thompson
Needham Heights, MA
Malik Smith
Needham Heights, MA
Jonathan Straus
Needham Heights, MA
Robert Manschot
Needham Heights, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started