Commonwealth Financial Network
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About this Advisor
Richard Robb is a certified financial planner in Albany, New York. Currently a registered investment advisor at Commonwealth Financial Network, Robb has a notable 29 years of practice in the financial advisory industry. Robb maintains a Series 63 license, designating them as a securities broker. Robb can work with clients in Massachusetts. Over the course of their career, they have held roles at Commonwealth Equity Services, Inc and Capital Management Partners. Commonwealth Financial Network is based out of Albany, New York, and has 1,090 brick-and-mortar locations in the country. As a registered advisory firm, Commonwealth Financial Network manages $85 billion in assets throughout 388,288 client accounts and retains more than 3,350 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. The firm manages 379,505 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Commonwealth Financial Network can offer 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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 30 years of experience.
Capital Management Partners
Commonwealth Equity Services, Inc
Richard Robb has disclosures.
Please visit their SEC profile for more details.
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