Robert
Robbins

Robbins Farley LLC

CRD#1225863
Investment Advisor
in Bedford, NH

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About this Advisor

Robert Robbins is a financial advisor working out of Bedford, New Hampshire with a total of 6 years of industry experience. Robbins works at Robbins Farley LLC. Throughout their career, Robbins has worked at Wells Fargo Advisors Financial Network, LLC and Robbins Farley LLC. Robbins has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Hampshire and Texas. Robbins Farley LLC is an advisory company that has its headquarters in Bedford, NH. It administers $137 million in assets under management between its 588 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 588 client accounts, 80% are held by high-net-worth investors who have greater than $1 million in assets. The business offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically are based on the services provided. However, fees billed by Robbins Farley LLC can include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6 Bedford Farms Drive Suite 112
Bedford, NH 03110

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Robbins Farley LLC Brokerage Details

Total Assets Under Management

$136,613,715

NH Average: $509,638,208
Total Number of Employees

5

NH Average: 12
Total Number of Accounts

588

NH Average: 581
Average Account Size

$232,336

NH Average: $877,174

Investment Advisory Services

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

Robert Robbins Work History

Robert has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Robbins Farley LLC

2012 - 2017 (5 years)

Wells Fargo Advisors Financial Network, LLC

*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 Robbins 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 Robbins Farley LLC

Robert Robbins
Bedford, NH
David Lanzillo
Bedford, NH
Colleen Farley
Bedford, NH

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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