Robert Deiana
Robert Deiana is a registered investment advisor at Lighthouse Financial, LLC, based in Marblehead, MA, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 142 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lighthouse Financial charges a percentage of your portfolio annually, ranging from 0.25% to 1.50%. The exact fee depends on the complexity of the services, the amount of assets managed, the complexity of financial planning, and the overall relationship. Fees are calculated monthly based on the value of your investments at the end of each month.
Location
Marblehead, MA
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Robert is a licensed insurance agent selling annuities, life, health, and long-term care insurance through various unaffiliated insurance companies.
Employment History
Current Registrations
Lighthouse Financial, LLC
Previous Registrations
Tqm Wealth Partners
Edward Jones
Edward JonesBroker
Mfs Fund Distributors, INC.Broker
Mfs Fund Distributors, INC.Broker
Liberty Funds Distributor, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.