Robert Beal is a registered investment advisor, based in Boston, MA, with 35 years of industry experience.
Location
290 Congress Street, Boston, MA, 02210
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Columbia Management Investment Distributors, INC.Broker
May 2010 - Present · 16 yrs 2 mos
Columbia Management Investment Advisers, LLC
May 2010 - Present · 16 yrs 2 mos
Columbia Management Investment Distributors, INC.
May 2010 - Present · 16 yrs 2 mos
Previous Registrations
Columbia Management Advisors, LLC
June 2005 - May 2010 · 4 yrs 11 mos
Columbia Management Distributors, INC.Broker
October 1999 - May 2010 · 10 yrs 7 mos
Scudder Financial Services, INC.Broker
June 1999 - October 1999 · 4 mos
Scudder Investor Services, INC.Broker
August 1990 - June 1999 · 8 yrs 10 mos
The Stuart-James Company, INC.Broker
February 1988 - April 1988 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.